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 | $34,260 | $154,117-77.8% | $129,995-73.6% | $139,434-75.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 23.82% | 32.48%-8.7pp | -137.18%+161.0pp | 372.94%-349.1pp |
| Employer contribution / active EE | $2,217 | $5,289-58.1% | $4,320-48.7% | $4,751-53.3% |
| Participant deferral / active EE | $9,640 | $6,710+43.7% | $5,820+65.6% | $6,710+43.7% |
| Admin fee / account holder | $831 | $14,007-94.1% | $10,614-92.2% | $11,403-92.7% |