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 | $20,263 | $60,892-66.7% | $82,389-75.4% | $84,808-76.1% |
| Participation rate | 89.5% | 63.3%+26.2pp | 69.5%+19.9pp | 68.3%+21.2pp |
| Annual return | 29.27% | 37.29%-8.0pp | 28.67%+0.6pp | 40.90%-11.6pp |
| Employer contribution / active EE | $3,001 | $1,779+68.7% | $2,517+19.2% | $2,631+14.1% |
| Participant deferral / active EE | $3,547 | $3,179+11.6% | $4,155-14.6% | $4,212-15.8% |
| Admin fee / account holder | $689 | $5,467-87.4% | $7,231-90.5% | $7,344-90.6% |