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 3-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 | $23,723 | $177,572-86.6% | $154,803-84.7% | $142,382-83.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 37.68% | 65.07%-27.4pp | 58.88%-21.2pp | 217.08%-179.4pp |
| Employer contribution / active EE | $3,427 | $4,810-28.8% | $4,305-20.4% | $4,299-20.3% |
| Participant deferral / active EE | $5,793 | $6,272-7.6% | $5,540+4.6% | $6,507-11.0% |
| Admin fee / account holder | $998 | $16,786-94.1% | $14,329-93.0% | $12,624-92.1% |