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 9-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 | $37,003 | $107,452-65.6% | $91,541-59.6% | $142,382-74.0% |
| Participation rate | 87.5% | 75.1%+12.4pp | 69.8%+17.7pp | 80.1%+7.4pp |
| Annual return | 18.82% | 22.06%-3.2pp | 20.50%-1.7pp | 217.08%-198.3pp |
| Employer contribution / active EE | $1,139 | $2,994-61.9% | $2,505-54.5% | $4,299-73.5% |
| Participant deferral / active EE | $3,229 | $4,754-32.1% | $4,008-19.4% | $6,507-50.4% |
| Admin fee / account holder | $485 | $8,834-94.5% | $6,956-93.0% | $12,624-96.2% |