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 | $9,735 | $158,398-93.9% | $126,539-92.3% | $142,382-93.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 16.80% | 593.76%-577.0pp | 425.95%-409.1pp | 217.08%-200.3pp |
| Employer contribution / active EE | $5,310 | $4,650+14.2% | $3,674+44.5% | $4,299+23.5% |
| Participant deferral / active EE | $2,672 | $4,767-44.0% | $4,083-34.6% | $6,507-58.9% |
| Admin fee / account holder | $7,684 | $6,918+11.1% | $6,065+26.7% | $12,624-39.1% |