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 | $40,762 | $165,984-75.4% | $164,813-75.3% | $145,922-72.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.94% | 100.03%-87.1pp | 69.93%-57.0pp | 561.29%-548.3pp |
| Employer contribution / active EE | $3,975 | $5,273-24.6% | $4,341-8.4% | $4,660-14.7% |
| Participant deferral / active EE | $14,198 | $6,959+104.0% | $6,031+135.4% | $6,688+112.3% |
| Admin fee / account holder | $453 | $16,648-97.3% | $12,690-96.4% | $13,397-96.6% |