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 | $11,730 | $107,015-89.0% | $73,545-84.1% | $147,584-92.1% |
| Participation rate | 78.9% | 66.4%+12.6pp | 54.9%+24.0pp | 82.8%-3.9pp |
| Annual return | 22.06% | 38.25%-16.2pp | -15.16%+37.2pp | 578.55%-556.5pp |
| Employer contribution / active EE | $1,220 | $1,760-30.7% | $1,219+0.1% | $4,876-75.0% |
| Participant deferral / active EE | $2,717 | $2,462+10.4% | $1,806+50.4% | $5,439-50.0% |
| Admin fee / account holder | $1,840 | $3,055-39.8% | $2,320-20.7% | $10,885-83.1% |