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 4-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 | $4,680 | $24,730-81.1% | $66,042-92.9% | $84,808-94.5% |
| Participation rate | 80.3% | 68.1%+12.2pp | 67.5%+12.8pp | 68.3%+12.0pp |
| Annual return | 17.01% | 79.55%-62.5pp | 52.11%-35.1pp | 40.90%-23.9pp |
| Employer contribution / active EE | $639 | $857-25.5% | $1,579-59.6% | $2,631-75.7% |
| Participant deferral / active EE | $747 | $1,737-57.0% | $2,835-73.7% | $4,212-82.3% |
| Admin fee / account holder | $1,162 | $3,014-61.4% | $5,747-79.8% | $7,344-84.2% |