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 8-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 | $21,963 | $74,927-70.7% | $101,794-78.4% | $84,808-74.1% |
| Participation rate | 70.0% | 61.4%+8.6pp | 69.2%+0.8pp | 68.3%+1.7pp |
| Annual return | 22.02% | 18.70%+3.3pp | 30.53%-8.5pp | 40.90%-18.9pp |
| Employer contribution / active EE | $1,266 | $1,522-16.8% | $2,289-44.7% | $2,631-51.9% |
| Participant deferral / active EE | $3,058 | $3,099-1.3% | $4,084-25.1% | $4,212-27.4% |
| Admin fee / account holder | $945 | $6,514-85.5% | $8,777-89.2% | $7,344-87.1% |