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 | $19,878 | $73,515-73.0% | $62,995-68.4% | $147,584-86.5% |
| Participation rate | 77.3% | 77.9%-0.6pp | 74.8%+2.5pp | 82.8%-5.6pp |
| Annual return | 12.03% | 175.43%-163.4pp | 87.57%-75.5pp | 578.55%-566.5pp |
| Employer contribution / active EE | $2,597 | $3,320-21.8% | $2,759-5.9% | $4,876-46.8% |
| Participant deferral / active EE | $5,119 | $4,185+22.3% | $3,329+53.8% | $5,439-5.9% |
| Admin fee / account holder | $2,021 | $5,953-66.1% | $3,600-43.9% | $10,885-81.4% |