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 | $29,184 | $117,983-75.3% | $101,794-71.3% | $142,382-79.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 14.45% | 36.92%-22.5pp | 30.53%-16.1pp | 217.08%-202.6pp |
| Employer contribution / active EE | $2,085 | $2,773-24.8% | $2,289-8.9% | $4,299-51.5% |
| Participant deferral / active EE | $8,467 | $4,714+79.6% | $4,084+107.3% | $6,507+30.1% |
| Admin fee / account holder | $14,046 | $10,433+34.6% | $8,777+60.0% | $12,624+11.3% |