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 | $13,878 | $114,381-87.9% | $107,525-87.1% | $142,382-90.3% |
| Participation rate | 78.6% | 78.1%+0.4pp | 75.1%+3.5pp | 80.1%-1.5pp |
| Annual return | 11.70% | 242.71%-231.0pp | 181.32%-169.6pp | 217.08%-205.4pp |
| Employer contribution / active EE | $1,368 | $4,015-65.9% | $3,754-63.6% | $4,299-68.2% |
| Participant deferral / active EE | $1,556 | $5,564-72.0% | $5,116-69.6% | $6,507-76.1% |
| Admin fee / account holder | $2,423 | $9,860-75.4% | $8,919-72.8% | $12,624-80.8% |