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 3-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 | $21,174 | $114,381-81.5% | $107,525-80.3% | $142,382-85.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.21% | 242.71%-227.5pp | 181.32%-166.1pp | 217.08%-201.9pp |
| Employer contribution / active EE | $5,484 | $4,015+36.6% | $3,754+46.1% | $4,299+27.6% |
| Participant deferral / active EE | $11,578 | $5,564+108.1% | $5,116+126.3% | $6,507+77.9% |
| Admin fee / account holder | $747 | $9,860-92.4% | $8,919-91.6% | $12,624-94.1% |