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 7-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 | $26,850 | $109,881-75.6% | $150,045-82.1% | $84,808-68.3% |
| Participation rate | 88.9% | 76.1%+12.8pp | 82.3%+6.6pp | 68.3%+20.6pp |
| Annual return | 17.67% | 28.25%-10.6pp | 62.55%-44.9pp | 40.90%-23.2pp |
| Employer contribution / active EE | $1,413 | $3,561-60.3% | $4,693-69.9% | $2,631-46.3% |
| Participant deferral / active EE | $5,672 | $6,636-14.5% | $7,997-29.1% | $4,212+34.7% |
| Admin fee / account holder | $3,491 | $8,568-59.3% | $13,435-74.0% | $7,344-52.5% |