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 | $30,028 | $177,572-83.1% | $154,803-80.6% | $142,382-78.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.56% | 65.07%-46.5pp | 58.88%-40.3pp | 217.08%-198.5pp |
| Employer contribution / active EE | $1,571 | $4,810-67.3% | $4,305-63.5% | $4,299-63.5% |
| Participant deferral / active EE | $4,010 | $6,272-36.1% | $5,540-27.6% | $6,507-38.4% |
| Admin fee / account holder | $1,097 | $16,786-93.5% | $14,329-92.3% | $12,624-91.3% |