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 | $25,017 | $51,576-51.5% | $129,207-80.6% | $80,856-69.1% |
| Participation rate | 85.5% | 57.0%+28.5pp | 69.6%+15.9pp | 67.6%+17.9pp |
| Annual return | 21.52% | 20.81%+0.7pp | 9417.33%-9395.8pp | 35.59%-14.1pp |
| Employer contribution / active EE | $2,102 | $1,584+32.7% | $4,153-49.4% | $2,755-23.7% |
| Participant deferral / active EE | $3,683 | $2,669+38.0% | $4,168-11.6% | $4,296-14.3% |
| Admin fee / account holder | $1,108 | $4,305-74.3% | $7,715-85.6% | $6,918-84.0% |