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 5-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 | $19,471 | $202,432-90.4% | $169,368-88.5% | $139,434-86.0% |
| Participation rate | 83.3% | 81.1%+2.3pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | 13.59% | 531.74%-518.1pp | 405.60%-392.0pp | 372.94%-359.3pp |
| Employer contribution / active EE | $1,055 | $4,692-77.5% | $4,013-73.7% | $4,751-77.8% |
| Participant deferral / active EE | $3,302 | $6,938-52.4% | $6,221-46.9% | $6,710-50.8% |
| Admin fee / account holder | $494 | $10,708-95.4% | $9,003-94.5% | $11,403-95.7% |