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 | $13,010 | $74,888-82.6% | $71,209-81.7% | $142,382-90.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 51.29% | 345.14%-293.9pp | 282.51%-231.2pp | 217.08%-165.8pp |
| Employer contribution / active EE | $2,656 | $2,854-7.0% | $2,721-2.4% | $4,299-38.2% |
| Participant deferral / active EE | $4,065 | $4,454-8.7% | $4,175-2.6% | $6,507-37.5% |
| Admin fee / account holder | $2,405 | $5,568-56.8% | $5,349-55.0% | $12,624-80.9% |