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 | $25,072 | $104,251-75.9% | $91,001-72.4% | $147,584-83.0% |
| Participation rate | 90.0% | 78.2%+11.8pp | 75.6%+14.4pp | 82.8%+7.2pp |
| Annual return | 12.50% | 27.06%-14.6pp | 4.60%+7.9pp | 578.55%-566.0pp |
| Employer contribution / active EE | $1,588 | $3,116-49.0% | $2,456-35.4% | $4,876-67.4% |
| Participant deferral / active EE | $2,116 | $4,195-49.6% | $3,547-40.4% | $5,439-61.1% |
| Admin fee / account holder | $3,641 | $8,948-59.3% | $5,417-32.8% | $10,885-66.5% |