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 | $10,227 | $39,019-73.8% | $80,716-87.3% | $85,850-88.1% |
| Participation rate | 81.4% | 41.5%+39.9pp | 54.2%+27.3pp | 69.3%+12.1pp |
| Annual return | 13.69% | 26.27%-12.6pp | 87.28%-73.6pp | 318.53%-304.8pp |
| Employer contribution / active EE | $453 | $722-37.2% | $1,160-60.9% | $2,565-82.3% |
| Participant deferral / active EE | $1,043 | $1,326-21.3% | $2,146-51.4% | $3,952-73.6% |
| Admin fee / account holder | $833 | $2,431-65.8% | $3,380-75.4% | $6,260-86.7% |