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 | $12,312 | $74,888-83.6% | $71,209-82.7% | $142,382-91.4% |
| Participation rate | 94.7% | 76.2%+18.5pp | 73.8%+21.0pp | 80.1%+14.6pp |
| Annual return | 14.49% | 345.14%-330.6pp | 282.51%-268.0pp | 217.08%-202.6pp |
| Employer contribution / active EE | $1,286 | $2,854-55.0% | $2,721-52.7% | $4,299-70.1% |
| Participant deferral / active EE | $2,018 | $4,454-54.7% | $4,175-51.7% | $6,507-69.0% |
| Admin fee / account holder | $714 | $5,568-87.2% | $5,349-86.6% | $12,624-94.3% |