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 | $43,116 | $81,460-47.1% | $103,333-58.3% | $80,856-46.7% |
| Participation rate | 79.7% | 66.8%+12.9pp | 74.5%+5.2pp | 67.6%+12.1pp |
| Annual return | 11.91% | 25.55%-13.6pp | 24.88%-13.0pp | 35.59%-23.7pp |
| Employer contribution / active EE | $2,145 | $3,105-30.9% | $3,868-44.5% | $2,755-22.1% |
| Participant deferral / active EE | $4,716 | $3,869+21.9% | $5,057-6.8% | $4,296+9.8% |
| Admin fee / account holder | $2,142 | $6,566-67.4% | $8,355-74.4% | $6,918-69.0% |