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 | $27,795 | $155,788-82.2% | $124,672-77.7% | $167,490-83.4% |
| Participation rate | 80.0% | 81.1%-1.1pp | 74.6%+5.4pp | 82.1%-2.1pp |
| Annual return | 15.38% | 17.97%-2.6pp | 5142.93%-5127.5pp | 478.56%-463.2pp |
| Employer contribution / active EE | $1,783 | $4,163-57.2% | $3,324-46.4% | $4,837-63.1% |
| Participant deferral / active EE | $6,016 | $5,673+6.0% | $4,614+30.4% | $6,341-5.1% |
| Admin fee / account holder | $2,369 | $9,531-75.1% | $7,493-68.4% | $12,309-80.8% |