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 5-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 | $25,312 | $107,452-76.4% | $91,541-72.3% | $142,382-82.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 17.52% | 22.06%-4.5pp | 20.50%-3.0pp | 217.08%-199.6pp |
| Employer contribution / active EE | $1,534 | $2,994-48.8% | $2,505-38.7% | $4,299-64.3% |
| Participant deferral / active EE | $7,377 | $4,754+55.2% | $4,008+84.1% | $6,507+13.4% |
| Admin fee / account holder | $458 | $8,834-94.8% | $6,956-93.4% | $12,624-96.4% |