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 7-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 | $22,404 | $109,327-79.5% | $89,391-74.9% | $158,922-85.9% |
| Participation rate | 84.2% | 74.3%+10.0pp | 68.0%+16.2pp | 82.0%+2.3pp |
| Annual return | 17.46% | 345.68%-328.2pp | 245.62%-228.2pp | 302.83%-285.4pp |
| Employer contribution / active EE | $1,744 | $3,170-45.0% | $2,586-32.5% | $4,761-63.4% |
| Participant deferral / active EE | $2,986 | $4,598-35.1% | $3,890-23.2% | $5,982-50.1% |
| Admin fee / account holder | $1,064 | $6,153-82.7% | $4,881-78.2% | $11,246-90.5% |