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 | $16,843 | $99,341-83.0% | $84,750-80.1% | $273,961-93.9% |
| Participation rate | 71.4% | 80.7%-9.3pp | 76.6%-5.2pp | 83.0%-11.6pp |
| Annual return | 3.41% | 22.93%-19.5pp | 22.78%-19.4pp | 41.45%-38.0pp |
| Employer contribution / active EE | $1,223 | $4,214-71.0% | $3,574-65.8% | $4,869-74.9% |
| Participant deferral / active EE | $3,333 | $4,269-21.9% | $3,712-10.2% | $5,287-37.0% |
| Admin fee / account holder | $13,452 | $6,644+102.5% | $5,332+152.3% | $10,132+32.8% |