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 | $37,547 | $68,719-45.4% | $91,541-59.0% | $84,808-55.7% |
| Participation rate | 91.2% | 64.5%+26.7pp | 69.8%+21.4pp | 68.3%+22.9pp |
| Annual return | 22.54% | 19.12%+3.4pp | 20.50%+2.0pp | 40.90%-18.4pp |
| Employer contribution / active EE | $3,559 | $1,920+85.4% | $2,505+42.1% | $2,631+35.3% |
| Participant deferral / active EE | $4,824 | $3,136+53.8% | $4,008+20.4% | $4,212+14.5% |
| Admin fee / account holder | $1,783 | $5,786-69.2% | $6,956-74.4% | $7,344-75.7% |