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 7-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 | $40,918 | $111,724-63.4% | $93,606-56.3% | $145,922-72.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 23.36% | 202.98%-179.6pp | 133.20%-109.8pp | 561.29%-537.9pp |
| Employer contribution / active EE | $1,492 | $3,090-51.7% | $2,420-38.3% | $4,660-68.0% |
| Participant deferral / active EE | $2,121 | $4,912-56.8% | $4,411-51.9% | $6,688-68.3% |
| Admin fee / account holder | $1,380 | $10,250-86.5% | $8,285-83.3% | $13,397-89.7% |