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 | $15,094 | $95,561-84.2% | $77,163-80.4% | $139,434-89.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 15.60% | 54.92%-39.3pp | 37.87%-22.3pp | 372.94%-357.3pp |
| Employer contribution / active EE | $954 | $3,147-69.7% | $2,535-62.4% | $4,751-79.9% |
| Participant deferral / active EE | $1,001 | $4,624-78.4% | $3,833-73.9% | $6,710-85.1% |
| Admin fee / account holder | $1,727 | $8,295-79.2% | $5,472-68.4% | $11,403-84.9% |