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 | $27,936 | $77,503-64.0% | $100,391-72.2% | $80,856-65.5% |
| Participation rate | 97.2% | 76.9%+20.3pp | 81.5%+15.7pp | 67.6%+29.6pp |
| Annual return | 20.96% | 37.20%-16.2pp | 49.20%-28.2pp | 35.59%-14.6pp |
| Employer contribution / active EE | $2,793 | $2,801-0.3% | $3,942-29.1% | $2,755+1.4% |
| Participant deferral / active EE | $9,980 | $6,820+46.3% | $8,082+23.5% | $4,296+132.3% |
| Admin fee / account holder | $8,010 | $5,897+35.8% | $7,899+1.4% | $6,918+15.8% |