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 | $7,397 | $53,516-86.2% | $126,539-94.2% | $84,808-91.3% |
| Participation rate | 90.2% | 58.2%+31.9pp | 69.8%+20.4pp | 68.3%+21.9pp |
| Annual return | 15.39% | 58.34%-42.9pp | 425.95%-410.6pp | 40.90%-25.5pp |
| Employer contribution / active EE | $448 | $1,535-70.8% | $3,674-87.8% | $2,631-83.0% |
| Participant deferral / active EE | $1,587 | $2,671-40.6% | $4,083-61.1% | $4,212-62.3% |
| Admin fee / account holder | $646 | $4,497-85.6% | $6,065-89.4% | $7,344-91.2% |