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 | $57,254 | $127,386-55.1% | $115,037-50.2% | $125,391-54.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.97% | 31.28%-32.2pp | 26.14%-27.1pp | 282.22%-283.2pp |
| Employer contribution / active EE | $2,473 | $5,166-52.1% | $4,608-46.3% | $4,866-49.2% |
| Participant deferral / active EE | $2,281 | $6,423-64.5% | $6,026-62.2% | $5,352-57.4% |
| Admin fee / account holder | $552 | $9,516-94.2% | $8,175-93.3% | $9,540-94.2% |