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 7-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 | $17,544 | $102,966-83.0% | $90,281-80.6% | $152,861-88.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 22.09% | 95.16%-73.1pp | 78.10%-56.0pp | 345.32%-323.2pp |
| Employer contribution / active EE | $3,697 | $3,139+17.8% | $2,854+29.5% | $4,762-22.4% |
| Participant deferral / active EE | $1,899 | $4,281-55.6% | $3,885-51.1% | $5,850-67.5% |
| Admin fee / account holder | $567 | $6,171-90.8% | $5,351-89.4% | $11,596-95.1% |