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 | $20,522 | $93,346-78.0% | $71,796-71.4% | $273,961-92.5% |
| Participation rate | 78.3% | 76.5%+1.7pp | 69.1%+9.1pp | 83.0%-4.8pp |
| Annual return | 5.02% | 130.39%-125.4pp | 78.04%-73.0pp | 41.45%-36.4pp |
| Employer contribution / active EE | $567 | $2,733-79.2% | $1,924-70.5% | $4,869-88.3% |
| Participant deferral / active EE | $1,580 | $3,475-54.5% | $2,794-43.5% | $5,287-70.1% |
| Admin fee / account holder | $701 | $6,571-89.3% | $4,815-85.4% | $10,132-93.1% |