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 7-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 | $21,961 | $126,574-82.6% | $106,213-79.3% | $145,922-85.0% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 12.97% | 224.79%-211.8pp | 116.14%-103.2pp | 561.29%-548.3pp |
| Employer contribution / active EE | $1,602 | $3,730-57.1% | $3,171-49.5% | $4,660-65.6% |
| Participant deferral / active EE | $4,847 | $5,724-15.3% | $5,016-3.4% | $6,688-27.5% |
| Admin fee / account holder | $466 | $17,304-97.3% | $11,033-95.8% | $13,397-96.5% |