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 5-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 | $10,130 | $81,248-87.5% | $155,509-93.5% | $80,856-87.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 20.06% | 33.31%-13.2pp | 64.67%-44.6pp | 35.59%-15.5pp |
| Employer contribution / active EE | $1,504 | $3,100-51.5% | $4,672-67.8% | $2,755-45.4% |
| Participant deferral / active EE | $956 | $3,452-72.3% | $5,626-83.0% | $4,296-77.7% |
| Admin fee / account holder | $4,457 | $7,997-44.3% | $15,912-72.0% | $6,918-35.6% |