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 5-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 | $31,956 | $65,561-51.3% | $91,541-65.1% | $74,304-57.0% |
| Participation rate | 96.1% | 56.6%+39.5pp | 69.8%+26.3pp | 60.3%+35.7pp |
| Annual return | 13.66% | 17.68%-4.0pp | 20.50%-6.8pp | 29.43%-15.8pp |
| Employer contribution / active EE | $1,320 | $1,717-23.1% | $2,505-47.3% | $2,241-41.1% |
| Participant deferral / active EE | $2,163 | $2,918-25.9% | $4,008-46.0% | $3,767-42.6% |
| Admin fee / account holder | $10,201 | $3,333+206.1% | $6,956+46.6% | $2,969+243.6% |