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 5-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 | $12,457 | $117,983-89.4% | $101,794-87.8% | $142,382-91.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 18.44% | 36.92%-18.5pp | 30.53%-12.1pp | 217.08%-198.6pp |
| Employer contribution / active EE | $1,498 | $2,773-46.0% | $2,289-34.6% | $4,299-65.2% |
| Participant deferral / active EE | $2,338 | $4,714-50.4% | $4,084-42.7% | $6,507-64.1% |
| Admin fee / account holder | $501 | $10,433-95.2% | $8,777-94.3% | $12,624-96.0% |