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 | $23,727 | $175,202-86.5% | $149,673-84.1% | $139,434-83.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.88% | 166.71%-149.8pp | 134.42%-117.5pp | 372.94%-356.1pp |
| Employer contribution / active EE | $1,209 | $5,474-77.9% | $4,818-74.9% | $4,751-74.5% |
| Participant deferral / active EE | $4,820 | $6,519-26.1% | $5,680-15.1% | $6,710-28.2% |
| Admin fee / account holder | $13,324 | $16,150-17.5% | $13,210+0.9% | $11,403+16.8% |