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 7-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 | $26,639 | $48,795-45.4% | $65,493-59.3% | $84,808-68.6% |
| Participation rate | 75.5% | 67.0%+8.5pp | 73.1%+2.4pp | 68.3%+7.2pp |
| Annual return | 21.42% | 20.20%+1.2pp | 982.45%-961.0pp | 40.90%-19.5pp |
| Employer contribution / active EE | $518 | $1,930-73.2% | $2,574-79.9% | $2,631-80.3% |
| Participant deferral / active EE | $5,428 | $2,928+85.3% | $3,961+37.0% | $4,212+28.9% |
| Admin fee / account holder | $2,054 | $3,877-47.0% | $5,028-59.2% | $7,344-72.0% |