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 5-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 | $24,766 | $96,635-74.4% | $86,612-71.4% | $139,434-82.2% |
| Participation rate | 82.4% | 74.4%+8.0pp | 71.7%+10.7pp | 80.3%+2.0pp |
| Annual return | 18.66% | 106.41%-87.8pp | 591.07%-572.4pp | 372.94%-354.3pp |
| Employer contribution / active EE | $2,968 | $3,263-9.1% | $3,022-1.8% | $4,751-37.5% |
| Participant deferral / active EE | $4,676 | $4,836-3.3% | $4,438+5.4% | $6,710-30.3% |
| Admin fee / account holder | $503 | $6,408-92.1% | $5,614-91.0% | $11,403-95.6% |