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 | $24,551 | $176,056-86.1% | $159,436-84.6% | $167,490-85.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 134.49% | 331.75%-197.3pp | 263.57%-129.1pp | 478.56%-344.1pp |
| Employer contribution / active EE | $1,426 | $5,297-73.1% | $4,829-70.5% | $4,837-70.5% |
| Participant deferral / active EE | $5,180 | $7,750-33.2% | $7,352-29.5% | $6,341-18.3% |
| Admin fee / account holder | $393 | $12,554-96.9% | $10,799-96.4% | $12,309-96.8% |