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 | $36,142 | $109,881-67.1% | $150,045-75.9% | $84,808-57.4% |
| Participation rate | 97.0% | 76.1%+20.9pp | 82.3%+14.6pp | 68.3%+28.7pp |
| Annual return | 15.95% | 28.25%-12.3pp | 62.55%-46.6pp | 40.90%-24.9pp |
| Employer contribution / active EE | $2,980 | $3,561-16.3% | $4,693-36.5% | $2,631+13.3% |
| Participant deferral / active EE | $3,726 | $6,636-43.9% | $7,997-53.4% | $4,212-11.5% |
| Admin fee / account holder | $4,149 | $8,568-51.6% | $13,435-69.1% | $7,344-43.5% |