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 | $21,199 | $61,774-65.7% | $97,226-78.2% | $80,856-73.8% |
| Participation rate | 77.6% | 63.5%+14.1pp | 72.7%+4.9pp | 67.6%+10.0pp |
| Annual return | 19.42% | -557.90%+577.3pp | 75.13%-55.7pp | 35.59%-16.2pp |
| Employer contribution / active EE | $1,040 | $1,837-43.4% | $2,729-61.9% | $2,755-62.2% |
| Participant deferral / active EE | $1,335 | $3,029-55.9% | $4,264-68.7% | $4,296-68.9% |
| Admin fee / account holder | $1,695 | $5,166-67.2% | $5,654-70.0% | $6,918-75.5% |