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 | $25,803 | $165,335-84.4% | $149,696-82.8% | $158,922-83.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 28.60% | 348.15%-319.5pp | 276.60%-248.0pp | 302.83%-274.2pp |
| Employer contribution / active EE | $4,874 | $5,103-4.5% | $4,644+4.9% | $4,761+2.4% |
| Participant deferral / active EE | $11,527 | $7,181+60.5% | $6,842+68.5% | $5,982+92.7% |
| Admin fee / account holder | $3,196 | $10,807-70.4% | $9,309-65.7% | $11,246-71.6% |