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 | $25,287 | $165,912-84.8% | $122,332-79.3% | $147,584-82.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 13.87% | 34.55%-20.7pp | 30.27%-16.4pp | 578.55%-564.7pp |
| Employer contribution / active EE | $1,364 | $5,754-76.3% | $4,050-66.3% | $4,876-72.0% |
| Participant deferral / active EE | $1,447 | $4,005-63.9% | $3,287-56.0% | $5,439-73.4% |
| Admin fee / account holder | $1,486 | $7,424-80.0% | $5,478-72.9% | $10,885-86.3% |