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 | $28,892 | $117,983-75.5% | $101,794-71.6% | $142,382-79.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 19.46% | 36.92%-17.5pp | 30.53%-11.1pp | 217.08%-197.6pp |
| Employer contribution / active EE | $14,190 | $2,773+411.8% | $2,289+519.9% | $4,299+230.1% |
| Participant deferral / active EE | $3,494 | $4,714-25.9% | $4,084-14.5% | $6,507-46.3% |
| Admin fee / account holder | $2,029 | $10,433-80.5% | $8,777-76.9% | $12,624-83.9% |