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 5-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 | $8,940 | $70,606-87.3% | $53,898-83.4% | $142,382-93.7% |
| Participation rate | 93.8% | 63.7%+30.0pp | 55.0%+38.8pp | 80.1%+13.6pp |
| Annual return | 16.86% | 619.81%-603.0pp | 528.60%-511.7pp | 217.08%-200.2pp |
| Employer contribution / active EE | $621 | $1,202-48.4% | $932-33.4% | $4,299-85.6% |
| Participant deferral / active EE | $1,367 | $2,364-42.2% | $1,826-25.1% | $6,507-79.0% |
| Admin fee / account holder | $2,617 | $2,852-8.2% | $2,491+5.1% | $12,624-79.3% |