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 | $22,782 | $45,073-49.5% | $69,455-67.2% | $72,985-68.8% |
| Participation rate | 94.5% | 68.5%+26.1pp | 74.6%+19.9pp | 69.5%+25.1pp |
| Annual return | 23.43% | 22.65%+0.8pp | 28.97%-5.5pp | 81.00%-57.6pp |
| Employer contribution / active EE | $2,631 | $2,054+28.1% | $2,779-5.3% | $2,440+7.8% |
| Participant deferral / active EE | $3,850 | $2,602+48.0% | $3,535+8.9% | $3,607+6.7% |
| Admin fee / account holder | $3,111 | $3,056+1.8% | $3,839-19.0% | $5,124-39.3% |