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 | $18,072 | $92,703-80.5% | $82,719-78.2% | $134,475-86.6% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.1pp | 81.2%-9.8pp |
| Annual return | 21.18% | 944.92%-923.7pp | 701.18%-680.0pp | 417.96%-396.8pp |
| Employer contribution / active EE | $1,504 | $3,274-54.1% | $3,009-50.0% | $4,740-68.3% |
| Participant deferral / active EE | $2,275 | $4,802-52.6% | $4,395-48.2% | $6,400-64.4% |
| Admin fee / account holder | $567 | $5,983-90.5% | $5,329-89.4% | $11,426-95.0% |