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 7-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 | $17,895 | $81,248-78.0% | $155,509-88.5% | $80,856-77.9% |
| Participation rate | 92.1% | 66.2%+25.9pp | 78.2%+13.9pp | 67.6%+24.5pp |
| Annual return | 13.01% | 33.31%-20.3pp | 64.67%-51.7pp | 35.59%-22.6pp |
| Employer contribution / active EE | $903 | $3,100-70.9% | $4,672-80.7% | $2,755-67.2% |
| Participant deferral / active EE | $2,502 | $3,452-27.5% | $5,626-55.5% | $4,296-41.8% |
| Admin fee / account holder | $517 | $7,997-93.5% | $15,912-96.7% | $6,918-92.5% |