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 | $30,800 | $54,705-43.7% | $71,209-56.7% | $84,808-63.7% |
| Participation rate | 89.3% | 64.1%+25.2pp | 73.8%+15.5pp | 68.3%+21.0pp |
| Annual return | 14.25% | 35.90%-21.7pp | 282.51%-268.3pp | 40.90%-26.6pp |
| Employer contribution / active EE | $2,005 | $2,158-7.1% | $2,721-26.3% | $2,631-23.8% |
| Participant deferral / active EE | $1,807 | $3,030-40.4% | $4,175-56.7% | $4,212-57.1% |
| Admin fee / account holder | $962 | $4,863-80.2% | $5,349-82.0% | $7,344-86.9% |