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 | $11,251 | $100,852-88.8% | $90,404-87.6% | $158,922-92.9% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 8.09% | 1724.20%-1716.1pp | 1293.02%-1284.9pp | 302.83%-294.7pp |
| Employer contribution / active EE | $810 | $3,689-78.0% | $3,262-75.2% | $4,761-83.0% |
| Participant deferral / active EE | $2,254 | $4,348-48.2% | $3,963-43.1% | $5,982-62.3% |
| Admin fee / account holder | $1,255 | $6,501-80.7% | $5,611-77.6% | $11,246-88.8% |