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 10-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 | $23,115 | $97,044-76.2% | $83,333-72.3% | $135,375-82.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 0.53% | 12.31%-11.8pp | 10.63%-10.1pp | 519.73%-519.2pp |
| Employer contribution / active EE | $2,785 | $4,143-32.8% | $3,379-17.6% | $4,779-41.7% |
| Participant deferral / active EE | $9,314 | $5,964+56.2% | $5,565+67.4% | $5,609+66.1% |
| Admin fee / account holder | $5,793 | $8,380-30.9% | $7,510-22.9% | $10,827-46.5% |