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 | $16,955 | $84,233-79.9% | $170,442-90.1% | $70,131-75.8% |
| Participation rate | 91.4% | 70.8%+20.6pp | 83.6%+7.8pp | 69.5%+21.9pp |
| Annual return | 20.33% | 23.06%-2.7pp | 205.93%-185.6pp | 73.14%-52.8pp |
| Employer contribution / active EE | $2,578 | $3,387-23.9% | $5,433-52.6% | $2,342+10.0% |
| Participant deferral / active EE | $2,569 | $3,086-16.7% | $4,939-48.0% | $3,332-22.9% |
| Admin fee / account holder | $3,727 | $5,698-34.6% | $13,880-73.2% | $4,645-19.8% |