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 | $26,426 | $91,190-71.0% | $178,490-85.2% | $79,858-66.9% |
| Participation rate | 72.0% | 69.2%+2.8pp | 81.9%-9.9pp | 69.6%+2.4pp |
| Annual return | 19.54% | 24.19%-4.7pp | 151.07%-131.5pp | 31.71%-12.2pp |
| Employer contribution / active EE | $1,061 | $3,256-67.4% | $5,011-78.8% | $2,471-57.1% |
| Participant deferral / active EE | $1,403 | $3,236-56.7% | $5,202-73.0% | $3,740-62.5% |
| Admin fee / account holder | $992 | $6,751-85.3% | $13,984-92.9% | $5,306-81.3% |