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 | $19,535 | $115,770-83.1% | $101,248-80.7% | $158,922-87.7% |
| Participation rate | 77.8% | 79.4%-1.6pp | 75.8%+2.0pp | 82.0%-4.2pp |
| Annual return | 9.95% | 56.14%-46.2pp | 46.47%-36.5pp | 302.83%-292.9pp |
| Employer contribution / active EE | $1,653 | $4,175-60.4% | $3,660-54.8% | $4,761-65.3% |
| Participant deferral / active EE | $4,165 | $4,957-16.0% | $4,370-4.7% | $5,982-30.4% |
| Admin fee / account holder | $3,038 | $7,245-58.1% | $5,945-48.9% | $11,246-73.0% |