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 | $29,335 | $65,685-55.3% | $57,179-48.7% | $273,961-89.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.22% | 21.99%-16.8pp | 14.59%-9.4pp | 41.45%-36.2pp |
| Employer contribution / active EE | $1,187 | $3,279-63.8% | $2,682-55.8% | $4,869-75.6% |
| Participant deferral / active EE | $1,571 | $3,782-58.4% | $3,096-49.2% | $5,287-70.3% |
| Admin fee / account holder | $4,000 | $4,835-17.3% | $3,139+27.4% | $10,132-60.5% |