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 | $21,273 | $54,705-61.1% | $71,209-70.1% | $84,808-74.9% |
| Participation rate | 97.4% | 64.1%+33.3pp | 73.8%+23.6pp | 68.3%+29.1pp |
| Annual return | 18.30% | 35.90%-17.6pp | 282.51%-264.2pp | 40.90%-22.6pp |
| Employer contribution / active EE | $2,947 | $2,158+36.6% | $2,721+8.3% | $2,631+12.0% |
| Participant deferral / active EE | $4,540 | $3,030+49.8% | $4,175+8.7% | $4,212+7.8% |
| Admin fee / account holder | $463 | $4,863-90.5% | $5,349-91.3% | $7,344-93.7% |