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 3-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 | $6,170 | $104,974-94.1% | $95,585-93.5% | $142,382-95.7% |
| Participation rate | 76.2% | 75.0%+1.2pp | 72.1%+4.1pp | 80.1%-3.9pp |
| Annual return | 16.66% | 210.33%-193.7pp | 38.56%-21.9pp | 217.08%-200.4pp |
| Employer contribution / active EE | $728 | $2,779-73.8% | $2,527-71.2% | $4,299-83.1% |
| Participant deferral / active EE | $1,087 | $4,352-75.0% | $4,023-73.0% | $6,507-83.3% |
| Admin fee / account holder | $914 | $6,386-85.7% | $6,127-85.1% | $12,624-92.8% |