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 | $24,242 | $183,519-86.8% | $155,509-84.4% | $145,922-83.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.31% | 61.17%-50.9pp | 64.67%-54.4pp | 561.29%-551.0pp |
| Employer contribution / active EE | $2,977 | $5,313-44.0% | $4,672-36.3% | $4,660-36.1% |
| Participant deferral / active EE | $7,050 | $6,462+9.1% | $5,626+25.3% | $6,688+5.4% |
| Admin fee / account holder | $6,770 | $19,313-64.9% | $15,912-57.5% | $13,397-49.5% |