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 | $13,635 | $53,516-74.5% | $126,539-89.2% | $84,808-83.9% |
| Participation rate | 77.4% | 58.2%+19.2pp | 69.8%+7.6pp | 68.3%+9.1pp |
| Annual return | 18.82% | 58.34%-39.5pp | 425.95%-407.1pp | 40.90%-22.1pp |
| Employer contribution / active EE | $839 | $1,535-45.3% | $3,674-77.2% | $2,631-68.1% |
| Participant deferral / active EE | $2,428 | $2,671-9.1% | $4,083-40.5% | $4,212-42.4% |
| Admin fee / account holder | $643 | $4,497-85.7% | $6,065-89.4% | $7,344-91.2% |