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 3-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 | $28,137 | $53,516-47.4% | $126,539-77.8% | $84,808-66.8% |
| Participation rate | 81.3% | 58.2%+23.0pp | 69.8%+11.4pp | 68.3%+12.9pp |
| Annual return | 16.34% | 58.34%-42.0pp | 425.95%-409.6pp | 40.90%-24.6pp |
| Employer contribution / active EE | $668 | $1,535-56.5% | $3,674-81.8% | $2,631-74.6% |
| Participant deferral / active EE | $1,570 | $2,671-41.2% | $4,083-61.5% | $4,212-62.7% |
| Admin fee / account holder | $533 | $4,497-88.1% | $6,065-91.2% | $7,344-92.7% |