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 | $18,187 | $49,177-63.0% | $79,464-77.1% | $64,186-71.7% |
| Participation rate | 82.8% | 65.0%+17.7pp | 73.3%+9.4pp | 69.6%+13.2pp |
| Annual return | 7.35% | -1.16%+8.5pp | 718.14%-710.8pp | 7.63%-0.3pp |
| Employer contribution / active EE | $545 | $2,076-73.7% | $2,800-80.5% | $2,381-77.1% |
| Participant deferral / active EE | $2,155 | $2,821-23.6% | $3,704-41.8% | $3,470-37.9% |
| Admin fee / account holder | $815 | $3,839-78.8% | $5,113-84.1% | $4,888-83.3% |