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 5-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 | $30,758 | $111,754-72.5% | $103,333-70.2% | $145,922-78.9% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 14.52% | 24.77%-10.3pp | 24.88%-10.4pp | 561.29%-546.8pp |
| Employer contribution / active EE | $1,734 | $4,212-58.8% | $3,868-55.2% | $4,660-62.8% |
| Participant deferral / active EE | $7,069 | $5,619+25.8% | $5,057+39.8% | $6,688+5.7% |
| Admin fee / account holder | $370 | $9,750-96.2% | $8,355-95.6% | $13,397-97.2% |