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 | $41,413 | $84,936-51.2% | $111,297-62.8% | $79,386-47.8% |
| Participation rate | 74.5% | 75.9%-1.3pp | 77.3%-2.8pp | 70.7%+3.8pp |
| Annual return | 17.68% | 17.45%+0.2pp | 54.65%-37.0pp | 116.85%-99.2pp |
| Employer contribution / active EE | $667 | $1,979-66.3% | $2,731-75.6% | $2,427-72.5% |
| Participant deferral / active EE | $4,889 | $3,888+25.7% | $4,487+9.0% | $4,046+20.9% |
| Admin fee / account holder | $1,377 | $537+156.4% | $7,964-82.7% | $626+119.8% |