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 | $28,083 | $91,538-69.3% | $129,995-78.4% | $75,163-62.6% |
| Participation rate | 82.4% | 71.4%+10.9pp | 78.5%+3.9pp | 67.2%+15.2pp |
| Annual return | 18.13% | -631.11%+649.2pp | -137.18%+155.3pp | 160.62%-142.5pp |
| Employer contribution / active EE | $733 | $2,845-74.2% | $4,320-83.0% | $2,670-72.5% |
| Participant deferral / active EE | $2,975 | $4,341-31.5% | $5,820-48.9% | $4,125-27.9% |
| Admin fee / account holder | $9,694 | $6,790+42.8% | $10,614-8.7% | $5,651+71.5% |