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 | $22,241 | $46,869-52.5% | $122,332-81.8% | $70,131-68.3% |
| Participation rate | 70.0% | 58.2%+11.8pp | 71.6%-1.6pp | 69.5%+0.5pp |
| Annual return | 14.85% | 24.22%-9.4pp | 30.27%-15.4pp | 73.14%-58.3pp |
| Employer contribution / active EE | $1,406 | $1,288+9.2% | $4,050-65.3% | $2,342-40.0% |
| Participant deferral / active EE | $1,525 | $2,166-29.6% | $3,287-53.6% | $3,332-54.2% |
| Admin fee / account holder | $983 | $3,322-70.4% | $5,478-82.1% | $4,645-78.8% |