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 | $50,831 | $87,013-41.6% | $106,213-52.1% | $80,856-37.1% |
| Participation rate | 95.9% | 70.4%+25.5pp | 75.3%+20.6pp | 67.6%+28.3pp |
| Annual return | 16.44% | 17.05%-0.6pp | 116.14%-99.7pp | 35.59%-19.2pp |
| Employer contribution / active EE | $1,237 | $2,395-48.4% | $3,171-61.0% | $2,755-55.1% |
| Participant deferral / active EE | $4,628 | $3,986+16.1% | $5,016-7.7% | $4,296+7.7% |
| Admin fee / account holder | $2,122 | $8,431-74.8% | $11,033-80.8% | $6,918-69.3% |