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 | $32,500 | $114,381-71.6% | $107,525-69.8% | $142,382-77.2% |
| Participation rate | 95.2% | 78.1%+17.1pp | 75.1%+20.2pp | 80.1%+15.1pp |
| Annual return | 16.14% | 242.71%-226.6pp | 181.32%-165.2pp | 217.08%-200.9pp |
| Employer contribution / active EE | $2,286 | $4,015-43.1% | $3,754-39.1% | $4,299-46.8% |
| Participant deferral / active EE | $3,720 | $5,564-33.1% | $5,116-27.3% | $6,507-42.8% |
| Admin fee / account holder | $6,292 | $9,860-36.2% | $8,919-29.5% | $12,624-50.2% |