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 | $12,205 | $108,919-88.8% | $100,391-87.8% | $145,922-91.6% |
| Participation rate | 92.3% | 82.9%+9.4pp | 81.5%+10.8pp | 80.3%+12.0pp |
| Annual return | 13.64% | 57.88%-44.2pp | 49.20%-35.6pp | 561.29%-547.6pp |
| Employer contribution / active EE | $1,356 | $4,419-69.3% | $3,942-65.6% | $4,660-70.9% |
| Participant deferral / active EE | $4,366 | $8,445-48.3% | $8,082-46.0% | $6,688-34.7% |
| Admin fee / account holder | $3,570 | $9,689-63.1% | $7,899-54.8% | $13,397-73.3% |