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 | $16,727 | $49,227-66.0% | $70,449-76.3% | $79,858-79.1% |
| Participation rate | 94.9% | 69.2%+25.7pp | 75.1%+19.9pp | 69.6%+25.3pp |
| Annual return | 8.61% | 30.06%-21.5pp | 109.03%-100.4pp | 31.71%-23.1pp |
| Employer contribution / active EE | $573 | $2,099-72.7% | $2,737-79.0% | $2,471-76.8% |
| Participant deferral / active EE | $1,870 | $2,768-32.4% | $3,709-49.6% | $3,740-50.0% |
| Admin fee / account holder | $8,142 | $2,878+182.9% | $3,845+111.7% | $5,306+53.4% |