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 5-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 | $25,954 | $81,248-68.1% | $155,509-83.3% | $80,856-67.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 16.00% | 33.31%-17.3pp | 64.67%-48.7pp | 35.59%-19.6pp |
| Employer contribution / active EE | $8,698 | $3,100+180.6% | $4,672+86.2% | $2,755+215.8% |
| Participant deferral / active EE | $17,449 | $3,452+405.5% | $5,626+210.1% | $4,296+306.2% |
| Admin fee / account holder | $4,007 | $7,997-49.9% | $15,912-74.8% | $6,918-42.1% |