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 | $26,410 | $126,574-79.1% | $106,213-75.1% | $145,922-81.9% |
| Participation rate | 95.5% | 77.6%+17.8pp | 75.3%+20.2pp | 80.3%+15.2pp |
| Annual return | 12.03% | 224.79%-212.8pp | 116.14%-104.1pp | 561.29%-549.3pp |
| Employer contribution / active EE | $1,855 | $3,730-50.3% | $3,171-41.5% | $4,660-60.2% |
| Participant deferral / active EE | $3,282 | $5,724-42.7% | $5,016-34.6% | $6,688-50.9% |
| Admin fee / account holder | $2,471 | $17,304-85.7% | $11,033-77.6% | $13,397-81.6% |