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 | $43,183 | $106,515-59.5% | $96,683-55.3% | $139,434-69.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 31.28% | 38.43%-7.1pp | 35.69%-4.4pp | 372.94%-341.7pp |
| Employer contribution / active EE | $3,687 | $4,103-10.1% | $3,737-1.3% | $4,751-22.4% |
| Participant deferral / active EE | $12,775 | $5,454+134.2% | $4,878+161.9% | $6,710+90.4% |
| Admin fee / account holder | $399 | $7,877-94.9% | $6,730-94.1% | $11,403-96.5% |