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 4-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 | $29,439 | $214,378-86.3% | $200,582-85.3% | $142,382-79.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.36% | 46.41%-30.0pp | 42.33%-26.0pp | 217.08%-200.7pp |
| Employer contribution / active EE | $2,586 | $6,841-62.2% | $6,419-59.7% | $4,299-39.8% |
| Participant deferral / active EE | $5,016 | $9,865-49.2% | $9,331-46.2% | $6,507-22.9% |
| Admin fee / account holder | $6,651 | $17,692-62.4% | $16,305-59.2% | $12,624-47.3% |