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 | $28,074 | $89,355-68.6% | $141,162-80.1% | $72,985-61.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 29.88% | 111.85%-82.0pp | 71.39%-41.5pp | 81.00%-51.1pp |
| Employer contribution / active EE | $3,791 | $3,114+21.7% | $4,735-19.9% | $2,440+55.4% |
| Participant deferral / active EE | $6,000 | $5,418+10.7% | $6,709-10.6% | $3,607+66.3% |
| Admin fee / account holder | $567 | $5,958-90.5% | $10,261-94.5% | $5,124-88.9% |