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 | $16,949 | $92,703-81.7% | $82,719-79.5% | $134,475-87.4% |
| Participation rate | 92.9% | 75.2%+17.7pp | 72.6%+20.3pp | 81.2%+11.6pp |
| Annual return | 9.25% | 944.92%-935.7pp | 701.18%-691.9pp | 417.96%-408.7pp |
| Employer contribution / active EE | $3,092 | $3,274-5.6% | $3,009+2.8% | $4,740-34.8% |
| Participant deferral / active EE | $9,841 | $4,802+104.9% | $4,395+123.9% | $6,400+53.8% |
| Admin fee / account holder | $635 | $5,983-89.4% | $5,329-88.1% | $11,426-94.4% |