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 | $27,734 | $102,966-73.1% | $90,281-69.3% | $152,861-81.9% |
| Participation rate | 82.4% | 75.9%+6.5pp | 73.3%+9.1pp | 82.4%-0.1pp |
| Annual return | 20.07% | 95.16%-75.1pp | 78.10%-58.0pp | 345.32%-325.2pp |
| Employer contribution / active EE | $1,283 | $3,139-59.1% | $2,854-55.0% | $4,762-73.0% |
| Participant deferral / active EE | $2,379 | $4,281-44.4% | $3,885-38.8% | $5,850-59.3% |
| Admin fee / account holder | $2,135 | $6,171-65.4% | $5,351-60.1% | $11,596-81.6% |