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 | $41,687 | $81,248-48.7% | $155,509-73.2% | $80,856-48.4% |
| Participation rate | 79.7% | 66.2%+13.5pp | 78.2%+1.5pp | 67.6%+12.1pp |
| Annual return | 13.78% | 33.31%-19.5pp | 64.67%-50.9pp | 35.59%-21.8pp |
| Employer contribution / active EE | $771 | $3,100-75.1% | $4,672-83.5% | $2,755-72.0% |
| Participant deferral / active EE | $2,999 | $3,452-13.1% | $5,626-46.7% | $4,296-30.2% |
| Admin fee / account holder | $371 | $7,997-95.4% | $15,912-97.7% | $6,918-94.6% |