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 | $14,630 | $74,888-80.5% | $71,209-79.5% | $142,382-89.7% |
| Participation rate | 92.9% | 76.2%+16.6pp | 73.8%+19.1pp | 80.1%+12.7pp |
| Annual return | 15.74% | 345.14%-329.4pp | 282.51%-266.8pp | 217.08%-201.3pp |
| Employer contribution / active EE | $1,129 | $2,854-60.4% | $2,721-58.5% | $4,299-73.7% |
| Participant deferral / active EE | $2,257 | $4,454-49.3% | $4,175-45.9% | $6,507-65.3% |
| Admin fee / account holder | $2,881 | $5,568-48.3% | $5,349-46.1% | $12,624-77.2% |