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 6-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 | $28,512 | $154,365-81.5% | $130,231-78.1% | $139,434-79.6% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 25.49% | 30.34%-4.9pp | 38.77%-13.3pp | 372.94%-347.5pp |
| Employer contribution / active EE | $5,033 | $5,170-2.7% | $4,126+22.0% | $4,751+5.9% |
| Participant deferral / active EE | $5,525 | $8,498-35.0% | $6,799-18.7% | $6,710-17.7% |
| Admin fee / account holder | $438 | $9,214-95.2% | $6,020-92.7% | $11,403-96.2% |