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 6-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 | $11,660 | $29,660-60.7% | $56,411-79.3% | $80,856-85.6% |
| Participation rate | 81.0% | 41.6%+39.3pp | 52.5%+28.5pp | 67.6%+13.3pp |
| Annual return | 17.17% | 35.23%-18.1pp | 1701.33%-1684.2pp | 35.59%-18.4pp |
| Employer contribution / active EE | $1,185 | $669+77.0% | $1,039+14.1% | $2,755-57.0% |
| Participant deferral / active EE | $2,049 | $1,226+67.1% | $1,952+5.0% | $4,296-52.3% |
| Admin fee / account holder | $1,596 | $2,428-34.2% | $2,829-43.6% | $6,918-76.9% |