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 | $10,603 | $24,730-57.1% | $66,042-83.9% | $84,808-87.5% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 68.3%+31.7pp |
| Annual return | 18.35% | 79.55%-61.2pp | 52.11%-33.8pp | 40.90%-22.5pp |
| Employer contribution / active EE | $1,958 | $857+128.5% | $1,579+24.0% | $2,631-25.6% |
| Participant deferral / active EE | $3,046 | $1,737+75.4% | $2,835+7.4% | $4,212-27.7% |
| Admin fee / account holder | $1,152 | $3,014-61.8% | $5,747-80.0% | $7,344-84.3% |