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 8-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 | $53,795 | $99,985-46.2% | $146,665-63.3% | $85,850-37.3% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 11.34% | 18.93%-7.6pp | 22.74%-11.4pp | 318.53%-307.2pp |
| Employer contribution / active EE | $1,342 | $2,559-47.5% | $4,136-67.6% | $2,565-47.7% |
| Participant deferral / active EE | $3,366 | $4,006-16.0% | $5,506-38.9% | $3,952-14.8% |
| Admin fee / account holder | $1,623 | $7,702-78.9% | $10,280-84.2% | $6,260-74.1% |