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 8-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 | $17,950 | $106,515-83.1% | $96,683-81.4% | $139,434-87.1% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 16.59% | 38.43%-21.8pp | 35.69%-19.1pp | 372.94%-356.4pp |
| Employer contribution / active EE | $1,355 | $4,103-67.0% | $3,737-63.7% | $4,751-71.5% |
| Participant deferral / active EE | $3,744 | $5,454-31.3% | $4,878-23.2% | $6,710-44.2% |
| Admin fee / account holder | $477 | $7,877-93.9% | $6,730-92.9% | $11,403-95.8% |