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 10-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 | $41,919 | $67,606-38.0% | $82,313-49.1% | $70,131-40.2% |
| Participation rate | 97.3% | 72.8%+24.5pp | 76.9%+20.4pp | 69.5%+27.8pp |
| Annual return | 16.32% | 21.57%-5.2pp | 25.88%-9.6pp | 73.14%-56.8pp |
| Employer contribution / active EE | $2,886 | $1,755+64.5% | $2,428+18.8% | $2,342+23.2% |
| Participant deferral / active EE | $2,033 | $2,987-31.9% | $3,706-45.1% | $3,332-39.0% |
| Admin fee / account holder | $363 | $4,512-92.0% | $5,608-93.5% | $4,645-92.2% |