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 | $27,713 | $90,745-69.5% | $130,231-78.7% | $75,163-63.1% |
| Participation rate | 71.7% | 71.1%+0.6pp | 76.3%-4.6pp | 67.2%+4.5pp |
| Annual return | 15.79% | 34.45%-18.7pp | 38.77%-23.0pp | 160.62%-144.8pp |
| Employer contribution / active EE | $1,553 | $3,314-53.1% | $4,126-62.4% | $2,670-41.8% |
| Participant deferral / active EE | $2,464 | $5,362-54.1% | $6,799-63.8% | $4,125-40.3% |
| Admin fee / account holder | $2,637 | $6,331-58.4% | $6,020-56.2% | $5,651-53.3% |