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 3-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 | $21,644 | $60,022-63.9% | $88,946-75.7% | $84,808-74.5% |
| Participation rate | 88.6% | 57.8%+30.7pp | 68.8%+19.7pp | 68.3%+20.3pp |
| Annual return | 18.29% | 22.43%-4.1pp | 57.82%-39.5pp | 40.90%-22.6pp |
| Employer contribution / active EE | $1,566 | $1,703-8.0% | $2,555-38.7% | $2,631-40.5% |
| Participant deferral / active EE | $3,515 | $3,114+12.9% | $4,581-23.3% | $4,212-16.5% |
| Admin fee / account holder | $3,640 | $4,811-24.3% | $8,261-55.9% | $7,344-50.4% |