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 | $33,060 | $74,888-55.9% | $71,209-53.6% | $142,382-76.8% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.1%+9.9pp |
| Annual return | 17.11% | 345.14%-328.0pp | 282.51%-265.4pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,201 | $2,854-57.9% | $2,721-55.9% | $4,299-72.1% |
| Participant deferral / active EE | $2,559 | $4,454-42.5% | $4,175-38.7% | $6,507-60.7% |
| Admin fee / account holder | $1,140 | $5,568-79.5% | $5,349-78.7% | $12,624-91.0% |