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 | $27,910 | $217,402-87.2% | $185,823-85.0% | $167,490-83.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 20.15% | 148.36%-128.2pp | 122.05%-101.9pp | 478.56%-458.4pp |
| Employer contribution / active EE | $2,430 | $5,873-58.6% | $5,167-53.0% | $4,837-49.8% |
| Participant deferral / active EE | $3,374 | $6,356-46.9% | $5,568-39.4% | $6,341-46.8% |
| Admin fee / account holder | $1,090 | $19,811-94.5% | $16,237-93.3% | $12,309-91.1% |