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 7-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 | $31,510 | $86,891-63.7% | $142,449-77.9% | $75,163-58.1% |
| Participation rate | 71.4% | 68.5%+2.9pp | 76.8%-5.4pp | 67.2%+4.2pp |
| Annual return | 16.60% | 23.31%-6.7pp | 19.99%-3.4pp | 160.62%-144.0pp |
| Employer contribution / active EE | $2,788 | $3,355-16.9% | $4,847-42.5% | $2,670+4.4% |
| Participant deferral / active EE | $4,350 | $4,938-11.9% | $6,283-30.8% | $4,125+5.5% |
| Admin fee / account holder | $2,501 | $7,299-65.7% | $10,011-75.0% | $5,651-55.7% |