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 | $40,365 | $95,803-57.9% | $113,168-64.3% | $84,808-52.4% |
| Participation rate | 93.5% | 72.9%+20.7pp | 76.6%+17.0pp | 68.3%+25.2pp |
| Annual return | 15.37% | 25.00%-9.6pp | 24.27%-8.9pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,739 | $2,360-26.3% | $2,975-41.5% | $2,631-33.9% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $5,107-100.0% | $4,212-100.0% |
| Admin fee / account holder | $443 | $8,989-95.1% | $12,068-96.3% | $7,344-94.0% |