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 | $13,503 | $49,227-72.6% | $70,449-80.8% | $79,858-83.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 10.40% | 30.06%-19.7pp | 109.03%-98.6pp | 31.71%-21.3pp |
| Employer contribution / active EE | $571 | $2,099-72.8% | $2,737-79.1% | $2,471-76.9% |
| Participant deferral / active EE | $893 | $2,768-67.7% | $3,709-75.9% | $3,740-76.1% |
| Admin fee / account holder | $1,110 | $2,878-61.4% | $3,845-71.1% | $5,306-79.1% |