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 3-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 | $24,071 | $80,717-70.2% | $154,803-84.5% | $84,808-71.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 43.24% | 37.96%+5.3pp | 58.88%-15.6pp | 40.90%+2.3pp |
| Employer contribution / active EE | $1,223 | $2,761-55.7% | $4,305-71.6% | $2,631-53.5% |
| Participant deferral / active EE | $2,758 | $3,303-16.5% | $5,540-50.2% | $4,212-34.5% |
| Admin fee / account holder | $1,974 | $6,746-70.7% | $14,329-86.2% | $7,344-73.1% |