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 6-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 | $22,793 | $59,101-61.4% | $77,163-70.5% | $75,163-69.7% |
| Participation rate | 97.0% | 63.9%+33.1pp | 69.6%+27.4pp | 67.2%+29.8pp |
| Annual return | 75.21% | 26.71%+48.5pp | 37.87%+37.3pp | 160.62%-85.4pp |
| Employer contribution / active EE | $4,211 | $1,995+111.1% | $2,535+66.1% | $2,670+57.7% |
| Participant deferral / active EE | $8,641 | $2,999+188.1% | $3,833+125.4% | $4,125+109.5% |
| Admin fee / account holder | $2,601 | $4,774-45.5% | $5,472-52.5% | $5,651-54.0% |