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 | $25,985 | $107,452-75.8% | $91,541-71.6% | $142,382-81.7% |
| Participation rate | 94.7% | 75.1%+19.7pp | 69.8%+25.0pp | 80.1%+14.6pp |
| Annual return | 19.45% | 22.06%-2.6pp | 20.50%-1.0pp | 217.08%-197.6pp |
| Employer contribution / active EE | $2,272 | $2,994-24.1% | $2,505-9.3% | $4,299-47.1% |
| Participant deferral / active EE | $855 | $4,754-82.0% | $4,008-78.7% | $6,507-86.9% |
| Admin fee / account holder | $3,560 | $8,834-59.7% | $6,956-48.8% | $12,624-71.8% |