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 9-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 | $29,476 | $217,402-86.4% | $185,823-84.1% | $167,490-82.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 40.06% | 148.36%-108.3pp | 122.05%-82.0pp | 478.56%-438.5pp |
| Employer contribution / active EE | $1,784 | $5,873-69.6% | $5,167-65.5% | $4,837-63.1% |
| Participant deferral / active EE | $3,698 | $6,356-41.8% | $5,568-33.6% | $6,341-41.7% |
| Admin fee / account holder | $2,259 | $19,811-88.6% | $16,237-86.1% | $12,309-81.6% |