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 8-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 | $32,481 | $117,983-72.5% | $101,794-68.1% | $142,382-77.2% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.2%+2.2pp | 80.1%-8.7pp |
| Annual return | 20.37% | 36.92%-16.6pp | 30.53%-10.2pp | 217.08%-196.7pp |
| Employer contribution / active EE | $730 | $2,773-73.7% | $2,289-68.1% | $4,299-83.0% |
| Participant deferral / active EE | $4,048 | $4,714-14.1% | $4,084-0.9% | $6,507-37.8% |
| Admin fee / account holder | $322 | $10,433-96.9% | $8,777-96.3% | $12,624-97.4% |