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 | $15,722 | $102,966-84.7% | $90,281-82.6% | $152,861-89.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 37.55% | 95.16%-57.6pp | 78.10%-40.5pp | 345.32%-307.8pp |
| Employer contribution / active EE | $2,355 | $3,139-25.0% | $2,854-17.5% | $4,762-50.6% |
| Participant deferral / active EE | $2,189 | $4,281-48.9% | $3,885-43.7% | $5,850-62.6% |
| Admin fee / account holder | $1,863 | $6,171-69.8% | $5,351-65.2% | $11,596-83.9% |