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 | $11,123 | $74,888-85.1% | $71,209-84.4% | $142,382-92.2% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 17.89% | 345.14%-327.3pp | 282.51%-264.6pp | 217.08%-199.2pp |
| Employer contribution / active EE | $2,231 | $2,854-21.8% | $2,721-18.0% | $4,299-48.1% |
| Participant deferral / active EE | $2,566 | $4,454-42.4% | $4,175-38.5% | $6,507-60.6% |
| Admin fee / account holder | $5,997 | $5,568+7.7% | $5,349+12.1% | $12,624-52.5% |