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 | $25,489 | $91,190-72.0% | $178,490-85.7% | $79,858-68.1% |
| Participation rate | 82.0% | 69.2%+12.8pp | 81.9%0pp | 69.6%+12.3pp |
| Annual return | 23.51% | 24.19%-0.7pp | 151.07%-127.6pp | 31.71%-8.2pp |
| Employer contribution / active EE | $2,751 | $3,256-15.5% | $5,011-45.1% | $2,471+11.4% |
| Participant deferral / active EE | $2,407 | $3,236-25.6% | $5,202-53.7% | $3,740-35.6% |
| Admin fee / account holder | $1,381 | $6,751-79.5% | $13,984-90.1% | $5,306-74.0% |