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 4-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 | $10,602 | $48,230-78.0% | $67,502-84.3% | $80,856-86.9% |
| Participation rate | 92.5% | 66.4%+26.2pp | 72.9%+19.7pp | 67.6%+24.9pp |
| Annual return | 14.17% | 18.28%-4.1pp | 3512.12%-3498.0pp | 35.59%-21.4pp |
| Employer contribution / active EE | $780 | $2,020-61.4% | $2,731-71.4% | $2,755-71.7% |
| Participant deferral / active EE | $3,181 | $2,924+8.8% | $4,000-20.5% | $4,296-25.9% |
| Admin fee / account holder | $2,200 | $3,681-40.2% | $3,998-45.0% | $6,918-68.2% |