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 5-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 | $24,389 | $110,261-77.9% | $95,745-74.5% | $139,434-82.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 22.75% | 27.11%-4.4pp | 28.35%-5.6pp | 372.94%-350.2pp |
| Employer contribution / active EE | $4,669 | $3,257+43.3% | $2,835+64.7% | $4,751-1.7% |
| Participant deferral / active EE | $12,828 | $4,676+174.4% | $4,245+202.2% | $6,710+91.2% |
| Admin fee / account holder | $409 | $6,613-93.8% | $5,678-92.8% | $11,403-96.4% |