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 9-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 | $22,144 | $177,572-87.5% | $154,803-85.7% | $142,382-84.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.58% | 65.07%-48.5pp | 58.88%-42.3pp | 217.08%-200.5pp |
| Employer contribution / active EE | $3,364 | $4,810-30.1% | $4,305-21.9% | $4,299-21.8% |
| Participant deferral / active EE | $8,284 | $6,272+32.1% | $5,540+49.5% | $6,507+27.3% |
| Admin fee / account holder | $10,854 | $16,786-35.3% | $14,329-24.3% | $12,624-14.0% |