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 | $7,552 | $58,208-87.0% | $81,812-90.8% | $80,856-90.7% |
| Participation rate | 98.2% | 63.4%+34.8pp | 72.3%+25.9pp | 67.6%+30.6pp |
| Annual return | 15.99% | 41.66%-25.7pp | 773.79%-757.8pp | 35.59%-19.6pp |
| Employer contribution / active EE | $804 | $2,340-65.6% | $2,912-72.4% | $2,755-70.8% |
| Participant deferral / active EE | $840 | $3,281-74.4% | $4,319-80.6% | $4,296-80.5% |
| Admin fee / account holder | $545 | $4,981-89.1% | $7,386-92.6% | $6,918-92.1% |