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 | $12,203 | $69,518-82.4% | $59,878-79.6% | $135,375-91.0% |
| Participation rate | 72.7% | 77.8%-5.1pp | 74.7%-2.0pp | 82.6%-9.9pp |
| Annual return | 9.41% | 7.94%+1.5pp | 3.46%+6.0pp | 519.73%-510.3pp |
| Employer contribution / active EE | $592 | $3,235-81.7% | $2,722-78.2% | $4,779-87.6% |
| Participant deferral / active EE | $2,150 | $4,206-48.9% | $3,402-36.8% | $5,609-61.7% |
| Admin fee / account holder | $1,844 | $5,734-67.8% | $3,590-48.6% | $10,827-83.0% |