See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,510 | $104,974-90.9% | $95,585-90.1% | $142,382-93.3% |
| Participation rate | 91.7% | 75.0%+16.7pp | 72.1%+19.6pp | 80.1%+11.5pp |
| Annual return | 20.98% | 210.33%-189.3pp | 38.56%-17.6pp | 217.08%-196.1pp |
| Employer contribution / active EE | $2,756 | $2,779-0.8% | $2,527+9.1% | $4,299-35.9% |
| Participant deferral / active EE | $3,511 | $4,352-19.3% | $4,023-12.7% | $6,507-46.0% |
| Admin fee / account holder | $2,190 | $6,386-65.7% | $6,127-64.3% | $12,624-82.7% |