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 | $25,952 | $91,190-71.5% | $178,490-85.5% | $79,858-67.5% |
| Participation rate | 73.8% | 69.2%+4.5pp | 81.9%-8.2pp | 69.6%+4.1pp |
| Annual return | 38.67% | 24.19%+14.5pp | 151.07%-112.4pp | 31.71%+7.0pp |
| Employer contribution / active EE | $1,114 | $3,256-65.8% | $5,011-77.8% | $2,471-54.9% |
| Participant deferral / active EE | $3,517 | $3,236+8.7% | $5,202-32.4% | $3,740-6.0% |
| Admin fee / account holder | $3,299 | $6,751-51.1% | $13,984-76.4% | $5,306-37.8% |