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 | $22,534 | $93,571-75.9% | $135,903-83.4% | $75,163-70.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 24.85% | 30.90%-6.1pp | 68.23%-43.4pp | 160.62%-135.8pp |
| Employer contribution / active EE | $4,407 | $3,537+24.6% | $4,856-9.2% | $2,670+65.1% |
| Participant deferral / active EE | $9,412 | $6,404+47.0% | $7,758+21.3% | $4,125+128.2% |
| Admin fee / account holder | $2,060 | $6,975-70.5% | $10,762-80.9% | $5,651-63.5% |