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 8-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 | $26,432 | $228,332-88.4% | $185,823-85.8% | $158,922-83.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 22.92% | 40.80%-17.9pp | 35.95%-13.0pp | 302.83%-279.9pp |
| Employer contribution / active EE | $2,713 | $4,967-45.4% | $4,087-33.6% | $4,761-43.0% |
| Participant deferral / active EE | $6,053 | $6,415-5.6% | $5,632+7.5% | $5,982+1.2% |
| Admin fee / account holder | $373 | $11,864-96.9% | $9,500-96.1% | $11,246-96.7% |