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 6-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 | $10,973 | $80,717-86.4% | $154,803-92.9% | $84,808-87.1% |
| Participation rate | 92.5% | 66.8%+25.7pp | 78.1%+14.4pp | 68.3%+24.2pp |
| Annual return | 21.43% | 37.96%-16.5pp | 58.88%-37.4pp | 40.90%-19.5pp |
| Employer contribution / active EE | $2,161 | $2,761-21.7% | $4,305-49.8% | $2,631-17.9% |
| Participant deferral / active EE | $2,539 | $3,303-23.1% | $5,540-54.2% | $4,212-39.7% |
| Admin fee / account holder | $747 | $6,746-88.9% | $14,329-94.8% | $7,344-89.8% |