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 7-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 | $40,141 | $91,190-56.0% | $178,490-77.5% | $79,858-49.7% |
| Participation rate | 73.3% | 69.2%+4.1pp | 81.9%-8.6pp | 69.6%+3.7pp |
| Annual return | 12.18% | 24.19%-12.0pp | 151.07%-138.9pp | 31.71%-19.5pp |
| Employer contribution / active EE | $1,520 | $3,256-53.3% | $5,011-69.7% | $2,471-38.5% |
| Participant deferral / active EE | $2,516 | $3,236-22.3% | $5,202-51.6% | $3,740-32.7% |
| Admin fee / account holder | $1,734 | $6,751-74.3% | $13,984-87.6% | $5,306-67.3% |