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 | $23,592 | $45,035-47.6% | $62,995-62.5% | $70,131-66.4% |
| Participation rate | 70.8% | 69.5%+1.3pp | 74.8%-4.0pp | 69.5%+1.3pp |
| Annual return | 24.00% | 18.76%+5.2pp | 87.57%-63.6pp | 73.14%-49.1pp |
| Employer contribution / active EE | $1,884 | $2,051-8.2% | $2,759-31.7% | $2,342-19.6% |
| Participant deferral / active EE | $4,021 | $2,465+63.1% | $3,329+20.8% | $3,332+20.7% |
| Admin fee / account holder | $1,085 | $2,834-61.7% | $3,600-69.9% | $4,645-76.7% |