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 8-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 | $13,060 | $111,724-88.3% | $93,606-86.0% | $145,922-91.0% |
| Participation rate | 72.7% | 74.2%-1.5pp | 68.7%+4.0pp | 80.3%-7.5pp |
| Annual return | 11.86% | 202.98%-191.1pp | 133.20%-121.3pp | 561.29%-549.4pp |
| Employer contribution / active EE | $1,270 | $3,090-58.9% | $2,420-47.5% | $4,660-72.8% |
| Participant deferral / active EE | $2,312 | $4,912-52.9% | $4,411-47.6% | $6,688-65.4% |
| Admin fee / account holder | $715 | $10,250-93.0% | $8,285-91.4% | $13,397-94.7% |