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 | $46,113 | $61,774-25.4% | $97,226-52.6% | $80,856-43.0% |
| Participation rate | 90.5% | 63.5%+27.0pp | 72.7%+17.8pp | 67.6%+22.8pp |
| Annual return | 12.91% | -557.90%+570.8pp | 75.13%-62.2pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,274 | $1,837-30.7% | $2,729-53.3% | $2,755-53.8% |
| Participant deferral / active EE | $1,165 | $3,029-61.5% | $4,264-72.7% | $4,296-72.9% |
| Admin fee / account holder | $572 | $5,166-88.9% | $5,654-89.9% | $6,918-91.7% |