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 10-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 | $15,150 | $77,419-80.4% | $69,455-78.2% | $152,861-90.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 19.97% | 39.06%-19.1pp | 28.97%-9.0pp | 345.32%-325.3pp |
| Employer contribution / active EE | $1,058 | $3,315-68.1% | $2,779-61.9% | $4,762-77.8% |
| Participant deferral / active EE | $1,610 | $4,414-63.5% | $3,535-54.5% | $5,850-72.5% |
| Admin fee / account holder | $367 | $6,207-94.1% | $3,839-90.4% | $11,596-96.8% |