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 5-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 | $8,775 | $54,705-84.0% | $71,209-87.7% | $84,808-89.7% |
| Participation rate | 97.1% | 64.1%+33.1pp | 73.8%+23.4pp | 68.3%+28.8pp |
| Annual return | 18.31% | 35.90%-17.6pp | 282.51%-264.2pp | 40.90%-22.6pp |
| Employer contribution / active EE | $768 | $2,158-64.4% | $2,721-71.8% | $2,631-70.8% |
| Participant deferral / active EE | $3,733 | $3,030+23.2% | $4,175-10.6% | $4,212-11.4% |
| Admin fee / account holder | $828 | $4,863-83.0% | $5,349-84.5% | $7,344-88.7% |