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 | $16,195 | $109,817-85.3% | $98,442-83.5% | $167,490-90.3% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 15.03% | 1956.69%-1941.7pp | 1492.73%-1477.7pp | 478.56%-463.5pp |
| Employer contribution / active EE | $2,090 | $3,224-35.2% | $2,960-29.4% | $4,837-56.8% |
| Participant deferral / active EE | $3,533 | $4,673-24.4% | $4,276-17.4% | $6,341-44.3% |
| Admin fee / account holder | $1,110 | $6,753-83.6% | $5,949-81.3% | $12,309-91.0% |