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 7-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 | $42,766 | $60,022-28.8% | $88,946-51.9% | $84,808-49.6% |
| Participation rate | 71.8% | 57.8%+13.9pp | 68.8%+2.9pp | 68.3%+3.5pp |
| Annual return | 31.46% | 22.43%+9.0pp | 57.82%-26.4pp | 40.90%-9.4pp |
| Employer contribution / active EE | $3,895 | $1,703+128.8% | $2,555+52.5% | $2,631+48.0% |
| Participant deferral / active EE | $6,116 | $3,114+96.4% | $4,581+33.5% | $4,212+45.2% |
| Admin fee / account holder | $729 | $4,811-84.8% | $8,261-91.2% | $7,344-90.1% |