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 | $22,798 | $118,450-80.8% | $98,439-76.8% | $139,434-83.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 23.07% | 18.94%+4.1pp | 21.16%+1.9pp | 372.94%-349.9pp |
| Employer contribution / active EE | $3,649 | $3,609+1.1% | $3,048+19.7% | $4,751-23.2% |
| Participant deferral / active EE | $4,344 | $5,392-19.4% | $4,738-8.3% | $6,710-35.3% |
| Admin fee / account holder | $836 | $14,026-94.0% | $8,948-90.7% | $11,403-92.7% |