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 | $19,776 | $114,381-82.7% | $107,525-81.6% | $142,382-86.1% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.1%+14.9pp | 80.1%+9.9pp |
| Annual return | 16.19% | 242.71%-226.5pp | 181.32%-165.1pp | 217.08%-200.9pp |
| Employer contribution / active EE | $2,819 | $4,015-29.8% | $3,754-24.9% | $4,299-34.4% |
| Participant deferral / active EE | $4,654 | $5,564-16.4% | $5,116-9.0% | $6,507-28.5% |
| Admin fee / account holder | $2,846 | $9,860-71.1% | $8,919-68.1% | $12,624-77.5% |