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 7-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 | $10,664 | $94,338-88.7% | $100,534-89.4% | $142,382-92.5% |
| Participation rate | 75.0% | 81.7%-6.7pp | 80.6%-5.6pp | 80.1%-5.1pp |
| Annual return | 18.00% | 29.20%-11.2pp | 32.66%-14.7pp | 217.08%-199.1pp |
| Employer contribution / active EE | $2,449 | $4,237-42.2% | $4,346-43.7% | $4,299-43.0% |
| Participant deferral / active EE | $2,837 | $5,934-52.2% | $6,144-53.8% | $6,507-56.4% |
| Admin fee / account holder | $1,417 | $8,421-83.2% | $7,654-81.5% | $12,624-88.8% |