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 | $23,465 | $176,056-86.7% | $159,436-85.3% | $167,490-86.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.05% | 331.75%-314.7pp | 263.57%-246.5pp | 478.56%-461.5pp |
| Employer contribution / active EE | $2,452 | $5,297-53.7% | $4,829-49.2% | $4,837-49.3% |
| Participant deferral / active EE | $6,807 | $7,750-12.2% | $7,352-7.4% | $6,341+7.3% |
| Admin fee / account holder | $1,709 | $12,554-86.4% | $10,799-84.2% | $12,309-86.1% |