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 4-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 | $19,828 | $81,248-75.6% | $155,509-87.2% | $80,856-75.5% |
| Participation rate | 86.1% | 66.2%+19.9pp | 78.2%+7.9pp | 67.6%+18.5pp |
| Annual return | 18.08% | 33.31%-15.2pp | 64.67%-46.6pp | 35.59%-17.5pp |
| Employer contribution / active EE | $1,914 | $3,100-38.3% | $4,672-59.0% | $2,755-30.5% |
| Participant deferral / active EE | $4,035 | $3,452+16.9% | $5,626-28.3% | $4,296-6.1% |
| Admin fee / account holder | $2,642 | $7,997-67.0% | $15,912-83.4% | $6,918-61.8% |