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 | $31,853 | $95,561-66.7% | $77,163-58.7% | $139,434-77.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 21.39% | 54.92%-33.5pp | 37.87%-16.5pp | 372.94%-351.5pp |
| Employer contribution / active EE | $3,794 | $3,147+20.5% | $2,535+49.7% | $4,751-20.1% |
| Participant deferral / active EE | $7,384 | $4,624+59.7% | $3,833+92.6% | $6,710+10.0% |
| Admin fee / account holder | $589 | $8,295-92.9% | $5,472-89.2% | $11,403-94.8% |