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 4-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 | $27,110 | $117,983-77.0% | $101,794-73.4% | $142,382-81.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 98.21% | 36.92%+61.3pp | 30.53%+67.7pp | 217.08%-118.9pp |
| Employer contribution / active EE | $7,935 | $2,773+186.2% | $2,289+246.7% | $4,299+84.6% |
| Participant deferral / active EE | $14,341 | $4,714+204.2% | $4,084+251.1% | $6,507+120.4% |
| Admin fee / account holder | $41,511 | $10,433+297.9% | $8,777+373.0% | $12,624+228.8% |