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 | $13,163 | $108,919-87.9% | $100,391-86.9% | $145,922-91.0% |
| Participation rate | 75.0% | 82.9%-7.9pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 62.47% | 57.88%+4.6pp | 49.20%+13.3pp | 561.29%-498.8pp |
| Employer contribution / active EE | $8,468 | $4,419+91.6% | $3,942+114.8% | $4,660+81.7% |
| Participant deferral / active EE | $12,891 | $8,445+52.6% | $8,082+59.5% | $6,688+92.8% |
| Admin fee / account holder | $1,160 | $9,689-88.0% | $7,899-85.3% | $13,397-91.3% |