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 | $28,059 | $111,754-74.9% | $103,333-72.8% | $145,922-80.8% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 23.04% | 24.77%-1.7pp | 24.88%-1.8pp | 561.29%-538.2pp |
| Employer contribution / active EE | $1,971 | $4,212-53.2% | $3,868-49.0% | $4,660-57.7% |
| Participant deferral / active EE | $4,707 | $5,619-16.2% | $5,057-6.9% | $6,688-29.6% |
| Admin fee / account holder | $14,048 | $9,750+44.1% | $8,355+68.2% | $13,397+4.9% |