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 9-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 | $23,991 | $117,841-79.6% | $102,423-76.6% | $145,922-83.6% |
| Participation rate | 93.8% | 78.6%+15.2pp | 76.5%+17.3pp | 80.3%+13.5pp |
| Annual return | 12.82% | 31.65%-18.8pp | 29.32%-16.5pp | 561.29%-548.5pp |
| Employer contribution / active EE | $1,438 | $3,615-60.2% | $3,023-52.4% | $4,660-69.1% |
| Participant deferral / active EE | $1,900 | $5,731-66.8% | $5,053-62.4% | $6,688-71.6% |
| Admin fee / account holder | $3,049 | $13,326-77.1% | $9,451-67.7% | $13,397-77.2% |