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 | $27,980 | $53,777-48.0% | $134,143-79.1% | $79,858-65.0% |
| Participation rate | 78.4% | 58.8%+19.6pp | 72.2%+6.2pp | 69.6%+8.7pp |
| Annual return | 17.21% | 19.01%-1.8pp | 36.33%-19.1pp | 31.71%-14.5pp |
| Employer contribution / active EE | $409 | $1,321-69.0% | $3,704-89.0% | $2,471-83.4% |
| Participant deferral / active EE | $3,514 | $2,420+45.2% | $3,499+0.4% | $3,740-6.0% |
| Admin fee / account holder | $3,233 | $3,984-18.9% | $6,684-51.6% | $5,306-39.1% |