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 9-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 | $23,954 | $100,852-76.2% | $90,404-73.5% | $158,922-84.9% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.7%-1.3pp | 82.0%-10.5pp |
| Annual return | 17.06% | 1724.20%-1707.1pp | 1293.02%-1276.0pp | 302.83%-285.8pp |
| Employer contribution / active EE | $1,581 | $3,689-57.1% | $3,262-51.5% | $4,761-66.8% |
| Participant deferral / active EE | $4,718 | $4,348+8.5% | $3,963+19.0% | $5,982-21.1% |
| Admin fee / account holder | $4,033 | $6,501-38.0% | $5,611-28.1% | $11,246-64.1% |