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 | $19,983 | $93,346-78.6% | $71,796-72.2% | $273,961-92.7% |
| Participation rate | 91.7% | 76.5%+15.1pp | 69.1%+22.6pp | 83.0%+8.7pp |
| Annual return | 9.07% | 130.39%-121.3pp | 78.04%-69.0pp | 41.45%-32.4pp |
| Employer contribution / active EE | $964 | $2,733-64.7% | $1,924-49.9% | $4,869-80.2% |
| Participant deferral / active EE | $1,268 | $3,475-63.5% | $2,794-54.6% | $5,287-76.0% |
| Admin fee / account holder | $1,221 | $6,571-81.4% | $4,815-74.6% | $10,132-87.9% |