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 10-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 | $12,958 | $118,919-89.1% | $88,538-85.4% | $152,861-91.5% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.7%+31.3pp | 82.4%+17.6pp |
| Annual return | 17.95% | 47.92%-30.0pp | 43.64%-25.7pp | 345.32%-327.4pp |
| Employer contribution / active EE | $406 | $2,669-84.8% | $2,098-80.7% | $4,762-91.5% |
| Participant deferral / active EE | $432 | $3,549-87.8% | $2,914-85.2% | $5,850-92.6% |
| Admin fee / account holder | $385 | $5,876-93.5% | $4,310-91.1% | $11,596-96.7% |