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 | $25,224 | $176,377-85.7% | $134,143-81.2% | $158,922-84.1% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 15.65% | 63.63%-48.0pp | 36.33%-20.7pp | 302.83%-287.2pp |
| Employer contribution / active EE | $882 | $5,040-82.5% | $3,704-76.2% | $4,761-81.5% |
| Participant deferral / active EE | $2,621 | $4,091-35.9% | $3,499-25.1% | $5,982-56.2% |
| Admin fee / account holder | $624 | $8,718-92.8% | $6,684-90.7% | $11,246-94.4% |