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 | $23,470 | $29,660-20.9% | $56,411-58.4% | $80,856-71.0% |
| Participation rate | 80.8% | 41.6%+39.1pp | 52.5%+28.3pp | 67.6%+13.1pp |
| Annual return | 11.21% | 35.23%-24.0pp | 1701.33%-1690.1pp | 35.59%-24.4pp |
| Employer contribution / active EE | $1,685 | $669+151.7% | $1,039+62.2% | $2,755-38.8% |
| Participant deferral / active EE | $2,045 | $1,226+66.8% | $1,952+4.8% | $4,296-52.4% |
| Admin fee / account holder | $443 | $2,428-81.8% | $2,829-84.4% | $6,918-93.6% |