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 10-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 | $26,601 | $177,572-85.0% | $154,803-82.8% | $142,382-81.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.51% | 65.07%-46.6pp | 58.88%-40.4pp | 217.08%-198.6pp |
| Employer contribution / active EE | $13,015 | $4,810+170.6% | $4,305+202.3% | $4,299+202.7% |
| Participant deferral / active EE | $2,852 | $6,272-54.5% | $5,540-48.5% | $6,507-56.2% |
| Admin fee / account holder | $771 | $16,786-95.4% | $14,329-94.6% | $12,624-93.9% |