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 | $22,927 | $104,907-78.1% | $84,611-72.9% | $152,861-85.0% |
| Participation rate | 90.0% | 74.8%+15.2pp | 68.2%+21.8pp | 82.4%+7.6pp |
| Annual return | 26.88% | 373.79%-346.9pp | 258.74%-231.9pp | 345.32%-318.4pp |
| Employer contribution / active EE | $1,156 | $3,302-65.0% | $2,652-56.4% | $4,762-75.7% |
| Participant deferral / active EE | $1,848 | $4,688-60.6% | $3,899-52.6% | $5,850-68.4% |
| Admin fee / account holder | $1,026 | $6,241-83.6% | $4,912-79.1% | $11,596-91.2% |