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 | $25,858 | $114,381-77.4% | $107,525-76.0% | $142,382-81.8% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.1%+14.9pp | 80.1%+9.9pp |
| Annual return | 16.68% | 242.71%-226.0pp | 181.32%-164.6pp | 217.08%-200.4pp |
| Employer contribution / active EE | $2,099 | $4,015-47.7% | $3,754-44.1% | $4,299-51.2% |
| Participant deferral / active EE | $2,210 | $5,564-60.3% | $5,116-56.8% | $6,507-66.0% |
| Admin fee / account holder | $503 | $9,860-94.9% | $8,919-94.4% | $12,624-96.0% |