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 | $18,635 | $54,705-65.9% | $71,209-73.8% | $84,808-78.0% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 13.57% | 35.90%-22.3pp | 282.51%-268.9pp | 40.90%-27.3pp |
| Employer contribution / active EE | $1,605 | $2,158-25.6% | $2,721-41.0% | $2,631-39.0% |
| Participant deferral / active EE | $2,609 | $3,030-13.9% | $4,175-37.5% | $4,212-38.1% |
| Admin fee / account holder | $6,297 | $4,863+29.5% | $5,349+17.7% | $7,344-14.3% |