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 8-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 | $31,202 | $55,706-44.0% | $75,886-58.9% | $72,985-57.2% |
| Participation rate | 80.0% | 61.1%+18.9pp | 69.3%+10.7pp | 69.5%+10.5pp |
| Annual return | 31.71% | 27.59%+4.1pp | 30.76%+1.0pp | 81.00%-49.3pp |
| Employer contribution / active EE | $2,069 | $1,687+22.7% | $2,500-17.3% | $2,440-15.2% |
| Participant deferral / active EE | $3,432 | $2,634+30.3% | $3,603-4.8% | $3,607-4.9% |
| Admin fee / account holder | $987 | $3,978-75.2% | $5,418-81.8% | $5,124-80.7% |