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 8-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 | $18,410 | $96,635-80.9% | $86,612-78.7% | $139,434-86.8% |
| Participation rate | 95.7% | 74.4%+21.3pp | 71.7%+24.0pp | 80.3%+15.3pp |
| Annual return | 16.09% | 106.41%-90.3pp | 591.07%-575.0pp | 372.94%-356.8pp |
| Employer contribution / active EE | $1,326 | $3,263-59.4% | $3,022-56.1% | $4,751-72.1% |
| Participant deferral / active EE | $3,578 | $4,836-26.0% | $4,438-19.4% | $6,710-46.7% |
| Admin fee / account holder | $3,858 | $6,408-39.8% | $5,614-31.3% | $11,403-66.2% |