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 | $7,379 | $104,974-93.0% | $95,585-92.3% | $142,382-94.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 18.76% | 210.33%-191.6pp | 38.56%-19.8pp | 217.08%-198.3pp |
| Employer contribution / active EE | $1,701 | $2,779-38.8% | $2,527-32.7% | $4,299-60.4% |
| Participant deferral / active EE | $2,398 | $4,352-44.9% | $4,023-40.4% | $6,507-63.2% |
| Admin fee / account holder | $714 | $6,386-88.8% | $6,127-88.3% | $12,624-94.3% |