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 | $22,564 | $157,256-85.7% | $141,162-84.0% | $152,861-85.2% |
| Participation rate | 91.3% | 84.8%+6.5pp | 82.5%+8.8pp | 82.4%+8.9pp |
| Annual return | 27.00% | 64.32%-37.3pp | 71.39%-44.4pp | 345.32%-318.3pp |
| Employer contribution / active EE | $1,254 | $5,261-76.2% | $4,735-73.5% | $4,762-73.7% |
| Participant deferral / active EE | $4,663 | $7,109-34.4% | $6,709-30.5% | $5,850-20.3% |
| Admin fee / account holder | $3,782 | $12,120-68.8% | $10,261-63.1% | $11,596-67.4% |