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 6-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 | $10,859 | $104,974-89.7% | $95,585-88.6% | $142,382-92.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 12.53% | 210.33%-197.8pp | 38.56%-26.0pp | 217.08%-204.5pp |
| Employer contribution / active EE | $929 | $2,779-66.6% | $2,527-63.2% | $4,299-78.4% |
| Participant deferral / active EE | $1,425 | $4,352-67.3% | $4,023-64.6% | $6,507-78.1% |
| Admin fee / account holder | $1,715 | $6,386-73.1% | $6,127-72.0% | $12,624-86.4% |