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 4-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 | $14,208 | $108,919-87.0% | $100,391-85.8% | $145,922-90.3% |
| Participation rate | 91.7% | 82.9%+8.7pp | 81.5%+10.2pp | 80.3%+11.4pp |
| Annual return | 16.78% | 57.88%-41.1pp | 49.20%-32.4pp | 561.29%-544.5pp |
| Employer contribution / active EE | $677 | $4,419-84.7% | $3,942-82.8% | $4,660-85.5% |
| Participant deferral / active EE | $9,271 | $8,445+9.8% | $8,082+14.7% | $6,688+38.6% |
| Admin fee / account holder | $391 | $9,689-96.0% | $7,899-95.0% | $13,397-97.1% |