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 | $129,379 | $54,380+137.9% | $68,509+88.8% | $59,632+117.0% |
| Participation rate | 97.9% | 70.2%+27.7pp | 74.7%+23.2pp | 68.7%+29.2pp |
| Annual return | 0.65% | 2.83%-2.2pp | 8.27%-7.6pp | 2041.28%-2040.6pp |
| Employer contribution / active EE | $8,945 | $1,539+481.4% | $2,278+292.7% | $2,203+306.1% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $3,382-100.0% | $3,192-100.0% |
| Admin fee / account holder | $13,322 | $3,885+242.9% | $5,275+152.6% | $4,297+210.0% |