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 | $18,887 | $45,035-58.1% | $62,995-70.0% | $70,131-73.1% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 14.38% | 18.76%-4.4pp | 87.57%-73.2pp | 73.14%-58.8pp |
| Employer contribution / active EE | $1,050 | $2,051-48.8% | $2,759-61.9% | $2,342-55.2% |
| Participant deferral / active EE | $1,069 | $2,465-56.6% | $3,329-67.9% | $3,332-67.9% |
| Admin fee / account holder | $1,097 | $2,834-61.3% | $3,600-69.5% | $4,645-76.4% |