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 3-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 | $27,192 | $81,248-66.5% | $155,509-82.5% | $80,856-66.4% |
| Participation rate | 96.3% | 66.2%+30.1pp | 78.2%+18.1pp | 67.6%+28.7pp |
| Annual return | 19.62% | 33.31%-13.7pp | 64.67%-45.0pp | 35.59%-16.0pp |
| Employer contribution / active EE | $4,355 | $3,100+40.5% | $4,672-6.8% | $2,755+58.1% |
| Participant deferral / active EE | $5,516 | $3,452+59.8% | $5,626-2.0% | $4,296+28.4% |
| Admin fee / account holder | $909 | $7,997-88.6% | $15,912-94.3% | $6,918-86.9% |