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 | $26,623 | $54,705-51.3% | $71,209-62.6% | $84,808-68.6% |
| Participation rate | 75.7% | 64.1%+11.6pp | 73.8%+1.9pp | 68.3%+7.4pp |
| Annual return | 16.47% | 35.90%-19.4pp | 282.51%-266.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $4,793 | $2,158+122.1% | $2,721+76.1% | $2,631+82.2% |
| Participant deferral / active EE | $1,616 | $3,030-46.7% | $4,175-61.3% | $4,212-61.6% |
| Admin fee / account holder | $1,608 | $4,863-66.9% | $5,349-69.9% | $7,344-78.1% |