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 | $37,317 | $54,541-31.6% | $78,778-52.6% | $70,131-46.8% |
| Participation rate | 84.9% | 60.8%+24.1pp | 69.2%+15.7pp | 69.5%+15.4pp |
| Annual return | 0.00% | 21.07%-21.1pp | 35.62%-35.6pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,752 | $1,089+60.9% | $1,986-11.8% | $2,342-25.2% |
| Participant deferral / active EE | $3,075 | $2,210+39.1% | $2,958+3.9% | $3,332-7.7% |
| Admin fee / account holder | $692 | $3,709-81.3% | $5,134-86.5% | $4,645-85.1% |