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 | $24,574 | $72,012-65.9% | $185,823-86.8% | $79,858-69.2% |
| Participation rate | 70.7% | 65.8%+5.0pp | 78.0%-7.3pp | 69.6%+1.1pp |
| Annual return | 21.50% | 23.12%-1.6pp | 35.95%-14.5pp | 31.71%-10.2pp |
| Employer contribution / active EE | $734 | $1,965-62.7% | $4,087-82.1% | $2,471-70.3% |
| Participant deferral / active EE | $2,313 | $3,779-38.8% | $5,632-58.9% | $3,740-38.2% |
| Admin fee / account holder | $780 | $4,513-82.7% | $9,500-91.8% | $5,306-85.3% |