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 | $31,714 | $63,346-49.9% | $92,233-65.6% | $70,131-54.8% |
| Participation rate | 80.0% | 68.7%+11.3pp | 76.5%+3.5pp | 69.5%+10.5pp |
| Annual return | 26.37% | 530.12%-503.7pp | 176.28%-149.9pp | 73.14%-46.8pp |
| Employer contribution / active EE | $1,331 | $2,471-46.1% | $3,679-63.8% | $2,342-43.2% |
| Participant deferral / active EE | $2,817 | $2,854-1.3% | $3,897-27.7% | $3,332-15.4% |
| Admin fee / account holder | $999 | $3,840-74.0% | $5,194-80.8% | $4,645-78.5% |