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 7-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 | $42,883 | $138,347-69.0% | $184,203-76.7% | $80,856-47.0% |
| Participation rate | 97.6% | 83.9%+13.7pp | 86.8%+10.8pp | 67.6%+30.0pp |
| Annual return | 24.62% | 20.02%+4.6pp | 28.81%-4.2pp | 35.59%-11.0pp |
| Employer contribution / active EE | $2,120 | $4,850-56.3% | $6,427-67.0% | $2,755-23.0% |
| Participant deferral / active EE | $4,415 | $7,071-37.6% | $9,131-51.7% | $4,296+2.8% |
| Admin fee / account holder | $3,752 | $10,483-64.2% | $13,901-73.0% | $6,918-45.8% |