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 | $38,209 | $109,413-65.1% | $156,263-75.5% | $84,808-54.9% |
| Participation rate | 90.0% | 72.7%+17.3pp | 78.9%+11.1pp | 68.3%+21.7pp |
| Annual return | 15.50% | 20.18%-4.7pp | 59.47%-44.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,926 | $2,907-33.7% | $4,333-55.5% | $2,631-26.8% |
| Participant deferral / active EE | $4,821 | $4,590+5.0% | $6,158-21.7% | $4,212+14.5% |
| Admin fee / account holder | $10,938 | $9,357+16.9% | $14,255-23.3% | $7,344+48.9% |