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 | $18,529 | $30,732-39.7% | $59,496-68.9% | $59,632-68.9% |
| Participation rate | 85.4% | 43.2%+42.2pp | 54.6%+30.8pp | 68.7%+16.7pp |
| Annual return | 0.25% | 4.47%-4.2pp | 182.05%-181.8pp | 2041.28%-2041.0pp |
| Employer contribution / active EE | $771 | $631+22.2% | $1,153-33.2% | $2,203-65.0% |
| Participant deferral / active EE | $1,763 | $1,183+49.0% | $1,829-3.6% | $3,192-44.8% |
| Admin fee / account holder | $573 | $2,136-73.2% | $2,232-74.4% | $4,297-86.7% |