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 | $26,277 | $101,069-74.0% | $81,478-67.7% | $147,584-82.2% |
| Participation rate | 73.9% | 74.5%-0.5pp | 68.0%+6.0pp | 82.8%-8.9pp |
| Annual return | 11.98% | 32.40%-20.4pp | 38.78%-26.8pp | 578.55%-566.6pp |
| Employer contribution / active EE | $1,747 | $3,205-45.5% | $2,568-32.0% | $4,876-64.2% |
| Participant deferral / active EE | $2,384 | $4,242-43.8% | $3,537-32.6% | $5,439-56.2% |
| Admin fee / account holder | $4,646 | $5,812-20.1% | $4,561+1.9% | $10,885-57.3% |