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 6-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 | $43,458 | $80,717-46.2% | $154,803-71.9% | $84,808-48.8% |
| Participation rate | 85.4% | 66.8%+18.6pp | 78.1%+7.3pp | 68.3%+17.1pp |
| Annual return | 23.55% | 37.96%-14.4pp | 58.88%-35.3pp | 40.90%-17.3pp |
| Employer contribution / active EE | $3,887 | $2,761+40.8% | $4,305-9.7% | $2,631+47.7% |
| Participant deferral / active EE | $10,412 | $3,303+215.2% | $5,540+87.9% | $4,212+147.2% |
| Admin fee / account holder | $2,876 | $6,746-57.4% | $14,329-79.9% | $7,344-60.8% |