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 8-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 | $26,012 | $96,635-73.1% | $86,612-70.0% | $139,434-81.3% |
| Participation rate | 70.0% | 74.4%-4.4pp | 71.7%-1.7pp | 80.3%-10.3pp |
| Annual return | 18.14% | 106.41%-88.3pp | 591.07%-572.9pp | 372.94%-354.8pp |
| Employer contribution / active EE | $1,202 | $3,263-63.2% | $3,022-60.2% | $4,751-74.7% |
| Participant deferral / active EE | $6,310 | $4,836+30.5% | $4,438+42.2% | $6,710-6.0% |
| Admin fee / account holder | $7,225 | $6,408+12.8% | $5,614+28.7% | $11,403-36.6% |