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 | $12,545 | $49,922-74.9% | $80,569-84.4% | $75,163-83.3% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 16.64% | 34.69%-18.1pp | 935.43%-918.8pp | 160.62%-144.0pp |
| Employer contribution / active EE | $951 | $1,698-44.0% | $2,723-65.1% | $2,670-64.4% |
| Participant deferral / active EE | $1,104 | $2,990-63.1% | $4,447-75.2% | $4,125-73.2% |
| Admin fee / account holder | $2,770 | $3,577-22.6% | $5,377-48.5% | $5,651-51.0% |