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 | $17,179 | $91,190-81.2% | $178,490-90.4% | $79,858-78.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 10.23% | 24.19%-14.0pp | 151.07%-140.8pp | 31.71%-21.5pp |
| Employer contribution / active EE | $1,854 | $3,256-43.0% | $5,011-63.0% | $2,471-24.9% |
| Participant deferral / active EE | $2,117 | $3,236-34.6% | $5,202-59.3% | $3,740-43.4% |
| Admin fee / account holder | $5,882 | $6,751-12.9% | $13,984-57.9% | $5,306+10.9% |