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 | $26,397 | $57,281-53.9% | $86,612-69.5% | $75,163-64.9% |
| Participation rate | 95.8% | 63.2%+32.6pp | 71.7%+24.1pp | 67.2%+28.6pp |
| Annual return | 14.84% | 2670.75%-2655.9pp | 591.07%-576.2pp | 160.62%-145.8pp |
| Employer contribution / active EE | $833 | $2,314-64.0% | $3,022-72.4% | $2,670-68.8% |
| Participant deferral / active EE | $1,529 | $3,318-53.9% | $4,438-65.5% | $4,125-62.9% |
| Admin fee / account holder | $570 | $4,112-86.1% | $5,614-89.8% | $5,651-89.9% |