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 5-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 | $111,724-85.9% | $93,606-83.2% | $145,922-89.2% |
| Participation rate | 92.3% | 74.2%+18.1pp | 68.7%+23.6pp | 80.3%+12.0pp |
| Annual return | 13.31% | 202.98%-189.7pp | 133.20%-119.9pp | 561.29%-548.0pp |
| Employer contribution / active EE | $2,021 | $3,090-34.6% | $2,420-16.5% | $4,660-56.6% |
| Participant deferral / active EE | $3,094 | $4,912-37.0% | $4,411-29.9% | $6,688-53.7% |
| Admin fee / account holder | $2,007 | $10,250-80.4% | $8,285-75.8% | $13,397-85.0% |