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 | $19,843 | $117,983-83.2% | $101,794-80.5% | $142,382-86.1% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 13.51% | 36.92%-23.4pp | 30.53%-17.0pp | 217.08%-203.6pp |
| Employer contribution / active EE | $1,211 | $2,773-56.3% | $2,289-47.1% | $4,299-71.8% |
| Participant deferral / active EE | $2,464 | $4,714-47.7% | $4,084-39.7% | $6,507-62.1% |
| Admin fee / account holder | $6,336 | $10,433-39.3% | $8,777-27.8% | $12,624-49.8% |