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 4-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 | $24,437 | $54,705-55.3% | $71,209-65.7% | $84,808-71.2% |
| Participation rate | 75.8% | 64.1%+11.7pp | 73.8%+2.0pp | 68.3%+7.4pp |
| Annual return | 19.55% | 35.90%-16.3pp | 282.51%-263.0pp | 40.90%-21.3pp |
| Employer contribution / active EE | $3,580 | $2,158+65.9% | $2,721+31.6% | $2,631+36.1% |
| Participant deferral / active EE | $3,742 | $3,030+23.5% | $4,175-10.4% | $4,212-11.2% |
| Admin fee / account holder | $372 | $4,863-92.3% | $5,349-93.0% | $7,344-94.9% |