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 | $23,497 | $48,046-51.1% | $84,611-72.2% | $72,985-67.8% |
| Participation rate | 79.3% | 57.6%+21.7pp | 68.2%+11.1pp | 69.5%+9.8pp |
| Annual return | 20.51% | 37.38%-16.9pp | 258.74%-238.2pp | 81.00%-60.5pp |
| Employer contribution / active EE | $1,018 | $1,602-36.4% | $2,652-61.6% | $2,440-58.3% |
| Participant deferral / active EE | $2,911 | $2,680+8.6% | $3,899-25.3% | $3,607-19.3% |
| Admin fee / account holder | $9,332 | $3,395+174.9% | $4,912+90.0% | $5,124+82.1% |