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 | $40,228 | $93,571-57.0% | $135,903-70.4% | $75,163-46.5% |
| Participation rate | 98.2% | 75.2%+23.0pp | 81.9%+16.3pp | 67.2%+31.0pp |
| Annual return | 17.39% | 30.90%-13.5pp | 68.23%-50.8pp | 160.62%-143.2pp |
| Employer contribution / active EE | $2,721 | $3,537-23.0% | $4,856-44.0% | $2,670+1.9% |
| Participant deferral / active EE | $5,330 | $6,404-16.8% | $7,758-31.3% | $4,125+29.2% |
| Admin fee / account holder | $4,715 | $6,975-32.4% | $10,762-56.2% | $5,651-16.6% |