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 9-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 | $18,874 | $54,705-65.5% | $71,209-73.5% | $84,808-77.7% |
| Participation rate | 96.8% | 64.1%+32.7pp | 73.8%+23.0pp | 68.3%+28.5pp |
| Annual return | 17.14% | 35.90%-18.8pp | 282.51%-265.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $969 | $2,158-55.1% | $2,721-64.4% | $2,631-63.2% |
| Participant deferral / active EE | $2,804 | $3,030-7.5% | $4,175-32.8% | $4,212-33.4% |
| Admin fee / account holder | $1,175 | $4,863-75.8% | $5,349-78.0% | $7,344-84.0% |