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 | $22,311 | $99,918-77.7% | $81,382-72.6% | $145,922-84.7% |
| Participation rate | 94.1% | 74.2%+19.9pp | 69.5%+24.6pp | 80.3%+13.8pp |
| Annual return | 12.05% | 34.32%-22.3pp | 24.73%-12.7pp | 561.29%-549.2pp |
| Employer contribution / active EE | $1,290 | $2,978-56.7% | $2,463-47.6% | $4,660-72.3% |
| Participant deferral / active EE | $4,127 | $4,605-10.4% | $3,883+6.3% | $6,688-38.3% |
| Admin fee / account holder | $477 | $8,212-94.2% | $5,768-91.7% | $13,397-96.4% |