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 | $33,391 | $77,899-57.1% | $149,673-77.7% | $75,163-55.6% |
| Participation rate | 80.0% | 65.6%+14.4pp | 78.8%+1.2pp | 67.2%+12.8pp |
| Annual return | 19.08% | 31.72%-12.6pp | 134.42%-115.3pp | 160.62%-141.5pp |
| Employer contribution / active EE | $2,904 | $3,137-7.4% | $4,818-39.7% | $2,670+8.8% |
| Participant deferral / active EE | $3,631 | $3,411+6.4% | $5,680-36.1% | $4,125-12.0% |
| Admin fee / account holder | $1,610 | $5,956-73.0% | $13,210-87.8% | $5,651-71.5% |