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 6-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 | $24,178 | $60,022-59.7% | $88,946-72.8% | $84,808-71.5% |
| Participation rate | 91.3% | 57.8%+33.5pp | 68.8%+22.5pp | 68.3%+23.0pp |
| Annual return | 24.43% | 22.43%+2.0pp | 57.82%-33.4pp | 40.90%-16.5pp |
| Employer contribution / active EE | $2,503 | $1,703+47.0% | $2,555-2.0% | $2,631-4.9% |
| Participant deferral / active EE | $7,708 | $3,114+147.5% | $4,581+68.2% | $4,212+83.0% |
| Admin fee / account holder | $2,959 | $4,811-38.5% | $8,261-64.2% | $7,344-59.7% |