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 | $20,085 | $57,016-64.8% | $84,966-76.4% | $80,856-75.2% |
| Participation rate | 84.1% | 56.3%+27.7pp | 67.5%+16.6pp | 67.6%+16.5pp |
| Annual return | 38.07% | 21.66%+16.4pp | 66.38%-28.3pp | 35.59%+2.5pp |
| Employer contribution / active EE | $1,404 | $1,798-21.9% | $2,727-48.5% | $2,755-49.0% |
| Participant deferral / active EE | $3,125 | $3,110+0.5% | $4,519-30.8% | $4,296-27.3% |
| Admin fee / account holder | $2,631 | $4,980-47.2% | $6,149-57.2% | $6,918-62.0% |