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 | $22,614 | $124,281-81.8% | $109,143-79.3% | $167,490-86.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 11.58% | 26.04%-14.5pp | 25.75%-14.2pp | 478.56%-467.0pp |
| Employer contribution / active EE | $2,859 | $4,207-32.1% | $3,722-23.2% | $4,837-40.9% |
| Participant deferral / active EE | $4,845 | $5,255-7.8% | $4,653+4.1% | $6,341-23.6% |
| Admin fee / account holder | $541 | $7,970-93.2% | $6,752-92.0% | $12,309-95.6% |