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 | $17,905 | $91,190-80.4% | $178,490-90.0% | $79,858-77.6% |
| Participation rate | 80.0% | 69.2%+10.8pp | 81.9%-1.9pp | 69.6%+10.4pp |
| Annual return | 12.15% | 24.19%-12.0pp | 151.07%-138.9pp | 31.71%-19.6pp |
| Employer contribution / active EE | $1,020 | $3,256-68.7% | $5,011-79.6% | $2,471-58.7% |
| Participant deferral / active EE | $1,273 | $3,236-60.7% | $5,202-75.5% | $3,740-66.0% |
| Admin fee / account holder | $3,062 | $6,751-54.6% | $13,984-78.1% | $5,306-42.3% |