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 6-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 | $53,330 | $80,673-33.9% | $101,326-47.4% | $84,808-37.1% |
| Participation rate | 97.4% | 77.8%+19.6pp | 81.5%+15.9pp | 68.3%+29.1pp |
| Annual return | 17.98% | 38.95%-21.0pp | 36.82%-18.8pp | 40.90%-22.9pp |
| Employer contribution / active EE | $3,329 | $2,698+23.4% | $3,665-9.2% | $2,631+26.5% |
| Participant deferral / active EE | $4,129 | $6,840-39.6% | $7,994-48.4% | $4,212-2.0% |
| Admin fee / account holder | $1,532 | $12,784-88.0% | $11,185-86.3% | $7,344-79.1% |