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 | $43,545 | $101,724-57.2% | $164,813-73.6% | $80,856-46.1% |
| Participation rate | 96.9% | 71.8%+25.0pp | 78.6%+18.3pp | 67.6%+29.2pp |
| Annual return | 14.67% | 16.72%-2.0pp | 69.93%-55.3pp | 35.59%-20.9pp |
| Employer contribution / active EE | $5,639 | $2,953+90.9% | $4,341+29.9% | $2,755+104.7% |
| Participant deferral / active EE | $11,855 | $4,477+164.8% | $6,031+96.6% | $4,296+176.0% |
| Admin fee / account holder | $3,884 | $8,227-52.8% | $12,690-69.4% | $6,918-43.9% |