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 | $26,916 | $117,983-77.2% | $101,794-73.6% | $142,382-81.1% |
| Participation rate | 95.7% | 74.2%+21.4pp | 69.2%+26.5pp | 80.1%+15.5pp |
| Annual return | 17.91% | 36.92%-19.0pp | 30.53%-12.6pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,801 | $2,773-35.0% | $2,289-21.3% | $4,299-58.1% |
| Participant deferral / active EE | $3,676 | $4,714-22.0% | $4,084-10.0% | $6,507-43.5% |
| Admin fee / account holder | $397 | $10,433-96.2% | $8,777-95.5% | $12,624-96.9% |