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 7-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 | $29,895 | $91,190-67.2% | $178,490-83.3% | $79,858-62.6% |
| Participation rate | 80.6% | 69.2%+11.4pp | 81.9%-1.3pp | 69.6%+11.0pp |
| Annual return | 16.56% | 24.19%-7.6pp | 151.07%-134.5pp | 31.71%-15.2pp |
| Employer contribution / active EE | $1,078 | $3,256-66.9% | $5,011-78.5% | $2,471-56.4% |
| Participant deferral / active EE | $1,940 | $3,236-40.1% | $5,202-62.7% | $3,740-48.1% |
| Admin fee / account holder | $1,113 | $6,751-83.5% | $13,984-92.0% | $5,306-79.0% |