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 3-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 | $16,982 | $74,888-77.3% | $71,209-76.2% | $142,382-88.1% |
| Participation rate | 94.7% | 76.2%+18.5pp | 73.8%+21.0pp | 80.1%+14.6pp |
| Annual return | 21.73% | 345.14%-323.4pp | 282.51%-260.8pp | 217.08%-195.3pp |
| Employer contribution / active EE | $1,826 | $2,854-36.0% | $2,721-32.9% | $4,299-57.5% |
| Participant deferral / active EE | $4,107 | $4,454-7.8% | $4,175-1.6% | $6,507-36.9% |
| Admin fee / account holder | $574 | $5,568-89.7% | $5,349-89.3% | $12,624-95.4% |