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 3-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 | $31,908 | $74,888-57.4% | $71,209-55.2% | $142,382-77.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 21.28% | 345.14%-323.9pp | 282.51%-261.2pp | 217.08%-195.8pp |
| Employer contribution / active EE | $17,063 | $2,854+497.8% | $2,721+527.1% | $4,299+296.9% |
| Participant deferral / active EE | $39,527 | $4,454+787.4% | $4,175+846.7% | $6,507+507.4% |
| Admin fee / account holder | $80,508 | $5,568+1345.8% | $5,349+1405.2% | $12,624+537.8% |