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 | $25,697 | $165,335-84.5% | $149,696-82.8% | $158,922-83.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 58.34% | 348.15%-289.8pp | 276.60%-218.3pp | 302.83%-244.5pp |
| Employer contribution / active EE | $2,903 | $5,103-43.1% | $4,644-37.5% | $4,761-39.0% |
| Participant deferral / active EE | $7,275 | $7,181+1.3% | $6,842+6.3% | $5,982+21.6% |
| Admin fee / account holder | $696 | $10,807-93.6% | $9,309-92.5% | $11,246-93.8% |