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 | $26,577 | $98,240-72.9% | $82,313-67.7% | $147,584-82.0% |
| Participation rate | 84.6% | 79.7%+4.9pp | 76.9%+7.7pp | 82.8%+1.8pp |
| Annual return | 15.80% | 30.85%-15.1pp | 25.88%-10.1pp | 578.55%-562.7pp |
| Employer contribution / active EE | $2,602 | $3,192-18.5% | $2,428+7.2% | $4,876-46.6% |
| Participant deferral / active EE | $2,997 | $4,383-31.6% | $3,706-19.1% | $5,439-44.9% |
| Admin fee / account holder | $324 | $8,563-96.2% | $5,608-94.2% | $10,885-97.0% |