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 | $20,472 | $54,705-62.6% | $71,209-71.3% | $84,808-75.9% |
| Participation rate | 92.3% | 64.1%+28.2pp | 73.8%+18.6pp | 68.3%+24.0pp |
| Annual return | 17.10% | 35.90%-18.8pp | 282.51%-265.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $287 | $2,158-86.7% | $2,721-89.4% | $2,631-89.1% |
| Participant deferral / active EE | $2,413 | $3,030-20.4% | $4,175-42.2% | $4,212-42.7% |
| Admin fee / account holder | $1,245 | $4,863-74.4% | $5,349-76.7% | $7,344-83.1% |