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 | $11,299 | $96,635-88.3% | $86,612-87.0% | $139,434-91.9% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 11.87% | 106.41%-94.5pp | 591.07%-579.2pp | 372.94%-361.1pp |
| Employer contribution / active EE | $1,097 | $3,263-66.4% | $3,022-63.7% | $4,751-76.9% |
| Participant deferral / active EE | $2,142 | $4,836-55.7% | $4,438-51.7% | $6,710-68.1% |
| Admin fee / account holder | $3,010 | $6,408-53.0% | $5,614-46.4% | $11,403-73.6% |