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 3-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 | $15,275 | $68,719-77.8% | $91,541-83.3% | $84,808-82.0% |
| Participation rate | 78.6% | 64.5%+14.1pp | 69.8%+8.8pp | 68.3%+10.3pp |
| Annual return | 22.10% | 19.12%+3.0pp | 20.50%+1.6pp | 40.90%-18.8pp |
| Employer contribution / active EE | $1,677 | $1,920-12.7% | $2,505-33.0% | $2,631-36.3% |
| Participant deferral / active EE | $3,345 | $3,136+6.7% | $4,008-16.5% | $4,212-20.6% |
| Admin fee / account holder | $1,374 | $5,786-76.3% | $6,956-80.2% | $7,344-81.3% |