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 | $29,424 | $72,277-59.3% | $101,248-70.9% | $79,858-63.2% |
| Participation rate | 85.7% | 68.5%+17.3pp | 75.8%+9.9pp | 69.6%+16.1pp |
| Annual return | 16.02% | 22.30%-6.3pp | 46.47%-30.5pp | 31.71%-15.7pp |
| Employer contribution / active EE | $2,931 | $2,692+8.9% | $3,660-19.9% | $2,471+18.6% |
| Participant deferral / active EE | $2,289 | $3,282-30.2% | $4,370-47.6% | $3,740-38.8% |
| Admin fee / account holder | $4,100 | $4,400-6.8% | $5,945-31.0% | $5,306-22.7% |