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 4-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 | $24,315 | $159,602-84.8% | $150,045-83.8% | $142,382-82.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.59% | 70.24%-51.6pp | 62.55%-44.0pp | 217.08%-198.5pp |
| Employer contribution / active EE | $4,216 | $4,961-15.0% | $4,693-10.2% | $4,299-1.9% |
| Participant deferral / active EE | $6,191 | $8,310-25.5% | $7,997-22.6% | $6,507-4.9% |
| Admin fee / account holder | $14,478 | $14,846-2.5% | $13,435+7.8% | $12,624+14.7% |