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 | $25,821 | $183,519-85.9% | $155,509-83.4% | $145,922-82.3% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 10.31% | 61.17%-50.9pp | 64.67%-54.4pp | 561.29%-551.0pp |
| Employer contribution / active EE | $1,639 | $5,313-69.1% | $4,672-64.9% | $4,660-64.8% |
| Participant deferral / active EE | $2,786 | $6,462-56.9% | $5,626-50.5% | $6,688-58.3% |
| Admin fee / account holder | $15,315 | $19,313-20.7% | $15,912-3.8% | $13,397+14.3% |