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 6-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 | $46,722 | $86,929-46.3% | $102,423-54.4% | $80,856-42.2% |
| Participation rate | 97.1% | 72.4%+24.7pp | 76.5%+20.6pp | 67.6%+29.4pp |
| Annual return | 13.80% | 18.88%-5.1pp | 29.32%-15.5pp | 35.59%-21.8pp |
| Employer contribution / active EE | $1,403 | $2,369-40.8% | $3,023-53.6% | $2,755-49.1% |
| Participant deferral / active EE | $3,303 | $4,118-19.8% | $5,053-34.6% | $4,296-23.1% |
| Admin fee / account holder | $756 | $8,049-90.6% | $9,451-92.0% | $6,918-89.1% |