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 9-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 | $28,364 | $98,750-71.3% | $149,696-81.1% | $79,858-64.5% |
| Participation rate | 70.4% | 75.8%-5.4pp | 82.5%-12.1pp | 69.6%+0.7pp |
| Annual return | 16.14% | 27.43%-11.3pp | 276.60%-260.5pp | 31.71%-15.6pp |
| Employer contribution / active EE | $1,164 | $3,216-63.8% | $4,644-74.9% | $2,471-52.9% |
| Participant deferral / active EE | $4,411 | $5,680-22.3% | $6,842-35.5% | $3,740+18.0% |
| Admin fee / account holder | $435 | $6,053-92.8% | $9,309-95.3% | $5,306-91.8% |