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 | $23,679 | $65,041-63.6% | $90,951-74.0% | $79,858-70.3% |
| Participation rate | 92.6% | 61.6%+31.0pp | 69.0%+23.6pp | 69.6%+23.0pp |
| Annual return | 17.71% | 30.45%-12.7pp | 134.60%-116.9pp | 31.71%-14.0pp |
| Employer contribution / active EE | $1,256 | $1,247+0.7% | $2,122-40.8% | $2,471-49.2% |
| Participant deferral / active EE | $3,427 | $2,512+36.4% | $3,373+1.6% | $3,740-8.4% |
| Admin fee / account holder | $1,364 | $4,536-69.9% | $5,959-77.1% | $5,306-74.3% |