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 3-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 | $17,529 | $106,584-83.6% | $101,326-82.7% | $142,382-87.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 23.82% | 36.93%-13.1pp | 36.82%-13.0pp | 217.08%-193.3pp |
| Employer contribution / active EE | $6,242 | $3,956+57.8% | $3,665+70.3% | $4,299+45.2% |
| Participant deferral / active EE | $13,642 | $8,297+64.4% | $7,994+70.7% | $6,507+109.6% |
| Admin fee / account holder | $32,382 | $11,446+182.9% | $11,185+189.5% | $12,624+156.5% |