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 10-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 | $26,222 | $111,754-76.5% | $103,333-74.6% | $145,922-82.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.23% | 24.77%-12.5pp | 24.88%-12.7pp | 561.29%-549.1pp |
| Employer contribution / active EE | $1,066 | $4,212-74.7% | $3,868-72.4% | $4,660-77.1% |
| Participant deferral / active EE | $2,763 | $5,619-50.8% | $5,057-45.4% | $6,688-58.7% |
| Admin fee / account holder | $1,049 | $9,750-89.2% | $8,355-87.4% | $13,397-92.2% |