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 | $24,029 | $80,717-70.2% | $154,803-84.5% | $84,808-71.7% |
| Participation rate | 83.9% | 66.8%+17.1pp | 78.1%+5.8pp | 68.3%+15.6pp |
| Annual return | 16.62% | 37.96%-21.3pp | 58.88%-42.3pp | 40.90%-24.3pp |
| Employer contribution / active EE | $1,378 | $2,761-50.1% | $4,305-68.0% | $2,631-47.6% |
| Participant deferral / active EE | $1,421 | $3,303-57.0% | $5,540-74.3% | $4,212-66.3% |
| Admin fee / account holder | $785 | $6,746-88.4% | $14,329-94.5% | $7,344-89.3% |