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 | $29,804 | $73,867-59.7% | $143,757-79.3% | $68,494-56.5% |
| Participation rate | 96.8% | 66.7%+30.2pp | 80.3%+16.5pp | 67.9%+28.9pp |
| Annual return | 26.08% | 1.01%+25.1pp | -0.04%+26.1pp | -7.84%+33.9pp |
| Employer contribution / active EE | $1,431 | $3,184-55.1% | $4,951-71.1% | $2,596-44.9% |
| Participant deferral / active EE | $6,828 | $3,384+101.8% | $5,637+21.1% | $4,027+69.6% |
| Admin fee / account holder | $1,413 | $5,755-75.4% | $14,673-90.4% | $5,403-73.8% |