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 | $14,229 | $85,022-83.3% | $70,515-79.8% | $139,434-89.8% |
| Participation rate | 81.8% | 73.9%+7.9pp | 68.3%+13.5pp | 80.3%+1.5pp |
| Annual return | 40.57% | 30.38%+10.2pp | 32.77%+7.8pp | 372.94%-332.4pp |
| Employer contribution / active EE | $4,176 | $3,909+6.8% | $2,973+40.4% | $4,751-12.1% |
| Participant deferral / active EE | $6,107 | $5,890+3.7% | $4,567+33.7% | $6,710-9.0% |
| Admin fee / account holder | $309 | $8,906-96.5% | $6,412-95.2% | $11,403-97.3% |