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 | $22,101 | $100,754-78.1% | $86,677-74.5% | $134,475-83.6% |
| Participation rate | 71.4% | 78.9%-7.5pp | 76.6%-5.1pp | 81.2%-9.8pp |
| Annual return | 0.00% | 29.04%-29.0pp | 35.91%-35.9pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,596 | $3,489-54.2% | $2,836-43.7% | $4,740-66.3% |
| Participant deferral / active EE | $3,067 | $5,338-42.5% | $4,656-34.1% | $6,400-52.1% |
| Admin fee / account holder | $468 | $10,926-95.7% | $7,493-93.8% | $11,426-95.9% |