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 | $14,533 | $85,202-82.9% | $172,739-91.6% | $72,985-80.1% |
| Participation rate | 74.2% | 70.1%+4.1pp | 82.6%-8.5pp | 69.5%+4.7pp |
| Annual return | 20.89% | 27.32%-6.4pp | 802.84%-781.9pp | 81.00%-60.1pp |
| Employer contribution / active EE | $1,234 | $3,324-62.9% | $5,143-76.0% | $2,440-49.4% |
| Participant deferral / active EE | $2,695 | $3,260-17.4% | $5,198-48.2% | $3,607-25.3% |
| Admin fee / account holder | $1,378 | $5,884-76.6% | $13,954-90.1% | $5,124-73.1% |