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 | $21,769 | $48,570-55.2% | $130,648-83.3% | $72,985-70.2% |
| Participation rate | 88.0% | 58.6%+29.4pp | 71.7%+16.3pp | 69.5%+18.5pp |
| Annual return | 17.11% | 38.63%-21.5pp | 1708.96%-1691.8pp | 81.00%-63.9pp |
| Employer contribution / active EE | $2,203 | $1,334+65.1% | $4,092-46.2% | $2,440-9.7% |
| Participant deferral / active EE | $2,681 | $2,384+12.5% | $3,603-25.6% | $3,607-25.7% |
| Admin fee / account holder | $5,624 | $3,549+58.5% | $5,464+2.9% | $5,124+9.8% |