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 | $15,728 | $57,281-72.5% | $86,612-81.8% | $75,163-79.1% |
| Participation rate | 92.0% | 63.2%+28.8pp | 71.7%+20.3pp | 67.2%+24.8pp |
| Annual return | 14.20% | 2670.75%-2656.6pp | 591.07%-576.9pp | 160.62%-146.4pp |
| Employer contribution / active EE | $2,453 | $2,314+6.0% | $3,022-18.8% | $2,670-8.1% |
| Participant deferral / active EE | $3,589 | $3,318+8.2% | $4,438-19.1% | $4,125-13.0% |
| Admin fee / account holder | $4,441 | $4,112+8.0% | $5,614-20.9% | $5,651-21.4% |