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 | $11,637 | $102,966-88.7% | $90,281-87.1% | $152,861-92.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 16.89% | 95.16%-78.3pp | 78.10%-61.2pp | 345.32%-328.4pp |
| Employer contribution / active EE | $900 | $3,139-71.3% | $2,854-68.5% | $4,762-81.1% |
| Participant deferral / active EE | $3,641 | $4,281-15.0% | $3,885-6.3% | $5,850-37.8% |
| Admin fee / account holder | $486 | $6,171-92.1% | $5,351-90.9% | $11,596-95.8% |