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 | $17,791 | $159,602-88.9% | $150,045-88.1% | $142,382-87.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 29.21% | 70.24%-41.0pp | 62.55%-33.3pp | 217.08%-187.9pp |
| Employer contribution / active EE | $2,763 | $4,961-44.3% | $4,693-41.1% | $4,299-35.7% |
| Participant deferral / active EE | $8,188 | $8,310-1.5% | $7,997+2.4% | $6,507+25.8% |
| Admin fee / account holder | $706 | $14,846-95.2% | $13,435-94.7% | $12,624-94.4% |