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 | $28,230 | $77,899-63.8% | $149,673-81.1% | $75,163-62.4% |
| Participation rate | 71.8% | 65.6%+6.2pp | 78.8%-7.0pp | 67.2%+4.6pp |
| Annual return | 18.69% | 31.72%-13.0pp | 134.42%-115.7pp | 160.62%-141.9pp |
| Employer contribution / active EE | $1,488 | $3,137-52.6% | $4,818-69.1% | $2,670-44.3% |
| Participant deferral / active EE | $2,951 | $3,411-13.5% | $5,680-48.0% | $4,125-28.5% |
| Admin fee / account holder | $833 | $5,956-86.0% | $13,210-93.7% | $5,651-85.3% |