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 8-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 | $22,578 | $104,974-78.5% | $95,585-76.4% | $142,382-84.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 22.01% | 210.33%-188.3pp | 38.56%-16.5pp | 217.08%-195.1pp |
| Employer contribution / active EE | $2,615 | $2,779-5.9% | $2,527+3.5% | $4,299-39.2% |
| Participant deferral / active EE | $7,101 | $4,352+63.2% | $4,023+76.5% | $6,507+9.1% |
| Admin fee / account holder | $6,340 | $6,386-0.7% | $6,127+3.5% | $12,624-49.8% |