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 3-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 | $10,976 | $49,922-78.0% | $80,569-86.4% | $75,163-85.4% |
| Participation rate | 76.9% | 55.3%+21.6pp | 67.0%+9.9pp | 67.2%+9.7pp |
| Annual return | 21.76% | 34.69%-12.9pp | 935.43%-913.7pp | 160.62%-138.9pp |
| Employer contribution / active EE | $1,464 | $1,698-13.8% | $2,723-46.2% | $2,670-45.1% |
| Participant deferral / active EE | $2,679 | $2,990-10.4% | $4,447-39.8% | $4,125-35.1% |
| Admin fee / account holder | $305 | $3,577-91.5% | $5,377-94.3% | $5,651-94.6% |