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 6-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 | $9,997 | $99,877-90.0% | $84,966-88.2% | $145,922-93.1% |
| Participation rate | 88.2% | 74.1%+14.1pp | 67.5%+20.7pp | 80.3%+8.0pp |
| Annual return | 9.48% | 83.76%-74.3pp | 66.38%-56.9pp | 561.29%-551.8pp |
| Employer contribution / active EE | $1,555 | $3,231-51.9% | $2,727-43.0% | $4,660-66.6% |
| Participant deferral / active EE | $2,011 | $5,291-62.0% | $4,519-55.5% | $6,688-69.9% |
| Admin fee / account holder | $2,733 | $7,248-62.3% | $6,149-55.5% | $13,397-79.6% |