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 7-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 | $23,876 | $159,602-85.0% | $150,045-84.1% | $142,382-83.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.20% | 70.24%-53.0pp | 62.55%-45.4pp | 217.08%-199.9pp |
| Employer contribution / active EE | $9,077 | $4,961+83.0% | $4,693+93.4% | $4,299+111.1% |
| Participant deferral / active EE | $9,114 | $8,310+9.7% | $7,997+14.0% | $6,507+40.1% |
| Admin fee / account holder | $1,077 | $14,846-92.7% | $13,435-92.0% | $12,624-91.5% |