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 9-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 | $37,100 | $101,724-63.5% | $164,813-77.5% | $80,856-54.1% |
| Participation rate | 89.4% | 71.8%+17.5pp | 78.6%+10.8pp | 67.6%+21.7pp |
| Annual return | 26.27% | 16.72%+9.6pp | 69.93%-43.7pp | 35.59%-9.3pp |
| Employer contribution / active EE | $2,272 | $2,953-23.1% | $4,341-47.7% | $2,755-17.5% |
| Participant deferral / active EE | $5,108 | $4,477+14.1% | $6,031-15.3% | $4,296+18.9% |
| Admin fee / account holder | $1,657 | $8,227-79.9% | $12,690-86.9% | $6,918-76.1% |