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 | $9,895 | $74,888-86.8% | $71,209-86.1% | $142,382-93.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 23.46% | 345.14%-321.7pp | 282.51%-259.1pp | 217.08%-193.6pp |
| Employer contribution / active EE | $3,025 | $2,854+6.0% | $2,721+11.2% | $4,299-29.6% |
| Participant deferral / active EE | $5,387 | $4,454+20.9% | $4,175+29.0% | $6,507-17.2% |
| Admin fee / account holder | $20,415 | $5,568+266.6% | $5,349+281.7% | $12,624+61.7% |