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 | $17,156 | $73,515-76.7% | $62,995-72.8% | $147,584-88.4% |
| Participation rate | 91.7% | 77.9%+13.8pp | 74.8%+16.9pp | 82.8%+8.8pp |
| Annual return | 9.08% | 175.43%-166.4pp | 87.57%-78.5pp | 578.55%-569.5pp |
| Employer contribution / active EE | $754 | $3,320-77.3% | $2,759-72.7% | $4,876-84.5% |
| Participant deferral / active EE | $754 | $4,185-82.0% | $3,329-77.4% | $5,439-86.1% |
| Admin fee / account holder | $7,966 | $5,953+33.8% | $3,600+121.3% | $10,885-26.8% |