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 8-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 | $45,018 | $109,881-59.0% | $150,045-70.0% | $84,808-46.9% |
| Participation rate | 88.0% | 76.1%+11.9pp | 82.3%+5.7pp | 68.3%+19.7pp |
| Annual return | 21.65% | 28.25%-6.6pp | 62.55%-40.9pp | 40.90%-19.3pp |
| Employer contribution / active EE | $2,296 | $3,561-35.5% | $4,693-51.1% | $2,631-12.8% |
| Participant deferral / active EE | $5,112 | $6,636-23.0% | $7,997-36.1% | $4,212+21.4% |
| Admin fee / account holder | $1,919 | $8,568-77.6% | $13,435-85.7% | $7,344-73.9% |