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 | $28,079 | $149,679-81.2% | $117,039-76.0% | $147,584-81.0% |
| Participation rate | 84.6% | 83.5%+1.1pp | 77.2%+7.4pp | 82.8%+1.8pp |
| Annual return | 17.97% | 19.31%-1.3pp | 18.95%-1.0pp | 578.55%-560.6pp |
| Employer contribution / active EE | $1,528 | $4,937-69.1% | $3,785-59.6% | $4,876-68.7% |
| Participant deferral / active EE | $3,510 | $4,912-28.5% | $3,929-10.7% | $5,439-35.5% |
| Admin fee / account holder | $859 | $7,856-89.1% | $5,974-85.6% | $10,885-92.1% |