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 9-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 | $18,469 | $96,635-80.9% | $86,612-78.7% | $139,434-86.8% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 20.32% | 106.41%-86.1pp | 591.07%-570.7pp | 372.94%-352.6pp |
| Employer contribution / active EE | $2,002 | $3,263-38.7% | $3,022-33.8% | $4,751-57.9% |
| Participant deferral / active EE | $7,620 | $4,836+57.6% | $4,438+71.7% | $6,710+13.6% |
| Admin fee / account holder | $609 | $6,408-90.5% | $5,614-89.1% | $11,403-94.7% |