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 | $19,802 | $148,534-86.7% | $135,903-85.4% | $139,434-85.8% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 16.24% | 79.19%-62.9pp | 68.23%-52.0pp | 372.94%-356.7pp |
| Employer contribution / active EE | $3,366 | $5,243-35.8% | $4,856-30.7% | $4,751-29.2% |
| Participant deferral / active EE | $7,803 | $8,100-3.7% | $7,758+0.6% | $6,710+16.3% |
| Admin fee / account holder | $7,997 | $12,400-35.5% | $10,762-25.7% | $11,403-29.9% |