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 | $17,365 | $84,695-79.5% | $73,843-76.5% | $125,391-86.2% |
| Participation rate | 70.0% | 76.8%-6.8pp | 73.4%-3.4pp | 83.2%-13.2pp |
| Annual return | 1.52% | 3123.53%-3122.0pp | 2267.84%-2266.3pp | 282.22%-280.7pp |
| Employer contribution / active EE | $1,513 | $3,123-51.6% | $2,787-45.7% | $4,866-68.9% |
| Participant deferral / active EE | $1,858 | $3,992-53.5% | $3,583-48.1% | $5,352-65.3% |
| Admin fee / account holder | $14,533 | $5,691+155.4% | $4,880+197.8% | $9,540+52.3% |