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 | $16,429 | $48,230-65.9% | $67,502-75.7% | $80,856-79.7% |
| Participation rate | 73.5% | 66.4%+7.1pp | 72.9%+0.6pp | 67.6%+5.8pp |
| Annual return | 13.01% | 18.28%-5.3pp | 3512.12%-3499.1pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,386 | $2,020-31.4% | $2,731-49.2% | $2,755-49.7% |
| Participant deferral / active EE | $2,816 | $2,924-3.7% | $4,000-29.6% | $4,296-34.4% |
| Admin fee / account holder | $2,213 | $3,681-39.9% | $3,998-44.6% | $6,918-68.0% |