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 | $29,558 | $80,717-63.4% | $154,803-80.9% | $84,808-65.1% |
| Participation rate | 75.0% | 66.8%+8.2pp | 78.1%-3.1pp | 68.3%+6.7pp |
| Annual return | 14.48% | 37.96%-23.5pp | 58.88%-44.4pp | 40.90%-26.4pp |
| Employer contribution / active EE | $741 | $2,761-73.2% | $4,305-82.8% | $2,631-71.8% |
| Participant deferral / active EE | $3,281 | $3,303-0.7% | $5,540-40.8% | $4,212-22.1% |
| Admin fee / account holder | $3,306 | $6,746-51.0% | $14,329-76.9% | $7,344-55.0% |