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 | $10,270 | $110,261-90.7% | $95,745-89.3% | $139,434-92.6% |
| Participation rate | 87.5% | 75.8%+11.7pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 13.20% | 27.11%-13.9pp | 28.35%-15.2pp | 372.94%-359.7pp |
| Employer contribution / active EE | $845 | $3,257-74.1% | $2,835-70.2% | $4,751-82.2% |
| Participant deferral / active EE | $1,226 | $4,676-73.8% | $4,245-71.1% | $6,710-81.7% |
| Admin fee / account holder | $604 | $6,613-90.9% | $5,678-89.4% | $11,403-94.7% |