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 7-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 | $22,439 | $65,041-65.5% | $90,951-75.3% | $79,858-71.9% |
| Participation rate | 94.4% | 61.6%+32.8pp | 69.0%+25.4pp | 69.6%+24.8pp |
| Annual return | 30.04% | 30.45%-0.4pp | 134.60%-104.6pp | 31.71%-1.7pp |
| Employer contribution / active EE | $4,252 | $1,247+240.9% | $2,122+100.4% | $2,471+72.1% |
| Participant deferral / active EE | $5,761 | $2,512+129.3% | $3,373+70.8% | $3,740+54.0% |
| Admin fee / account holder | $321 | $4,536-92.9% | $5,959-94.6% | $5,306-94.0% |