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 6-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 | $24,549 | $81,460-69.9% | $103,333-76.2% | $80,856-69.6% |
| Participation rate | 85.7% | 66.8%+18.9pp | 74.5%+11.2pp | 67.6%+18.1pp |
| Annual return | 13.04% | 25.55%-12.5pp | 24.88%-11.8pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,908 | $3,105-38.5% | $3,868-50.7% | $2,755-30.7% |
| Participant deferral / active EE | $3,857 | $3,869-0.3% | $5,057-23.7% | $4,296-10.2% |
| Admin fee / account holder | $635 | $6,566-90.3% | $8,355-92.4% | $6,918-90.8% |