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 | $25,692 | $81,248-68.4% | $155,509-83.5% | $80,856-68.2% |
| Participation rate | 81.3% | 66.2%+15.0pp | 78.2%+3.1pp | 67.6%+13.6pp |
| Annual return | 11.75% | 33.31%-21.6pp | 64.67%-52.9pp | 35.59%-23.8pp |
| Employer contribution / active EE | $395 | $3,100-87.2% | $4,672-91.5% | $2,755-85.6% |
| Participant deferral / active EE | $2,150 | $3,452-37.7% | $5,626-61.8% | $4,296-50.0% |
| Admin fee / account holder | $2,630 | $7,997-67.1% | $15,912-83.5% | $6,918-62.0% |