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 8-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 | $40,007 | $77,899-48.6% | $149,673-73.3% | $75,163-46.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.39% | 31.72%-16.3pp | 134.42%-119.0pp | 160.62%-145.2pp |
| Employer contribution / active EE | $3,437 | $3,137+9.5% | $4,818-28.7% | $2,670+28.7% |
| Participant deferral / active EE | $4,065 | $3,411+19.2% | $5,680-28.4% | $4,125-1.5% |
| Admin fee / account holder | $636 | $5,956-89.3% | $13,210-95.2% | $5,651-88.7% |