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 | $36,379 | $82,032-55.7% | $123,104-70.4% | $59,632-39.0% |
| Participation rate | 84.4% | 83.2%+1.2pp | 86.8%-2.4pp | 68.7%+15.7pp |
| Annual return | 0.04% | 5.12%-5.1pp | 13.22%-13.2pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $2,805 | $3,297-14.9% | $5,151-45.5% | $2,203+27.4% |
| Participant deferral / active EE | $5,896 | $4,667+26.3% | $6,230-5.4% | $3,192+84.7% |
| Admin fee / account holder | $1,390 | $5,881-76.4% | $9,015-84.6% | $4,297-67.7% |