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 | $22,111 | $96,635-77.1% | $86,612-74.5% | $139,434-84.1% |
| Participation rate | 72.7% | 74.4%-1.7pp | 71.7%+1.0pp | 80.3%-7.6pp |
| Annual return | 12.88% | 106.41%-93.5pp | 591.07%-578.2pp | 372.94%-360.1pp |
| Employer contribution / active EE | $636 | $3,263-80.5% | $3,022-79.0% | $4,751-86.6% |
| Participant deferral / active EE | $1,102 | $4,836-77.2% | $4,438-75.2% | $6,710-83.6% |
| Admin fee / account holder | $2,916 | $6,408-54.5% | $5,614-48.1% | $11,403-74.4% |