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 4-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 | $36,299 | $80,673-55.0% | $101,326-64.2% | $84,808-57.2% |
| Participation rate | 94.9% | 77.8%+17.1pp | 81.5%+13.4pp | 68.3%+26.6pp |
| Annual return | 24.37% | 38.95%-14.6pp | 36.82%-12.4pp | 40.90%-16.5pp |
| Employer contribution / active EE | $3,054 | $2,698+13.2% | $3,665-16.7% | $2,631+16.1% |
| Participant deferral / active EE | $7,587 | $6,840+10.9% | $7,994-5.1% | $4,212+80.2% |
| Admin fee / account holder | $2,648 | $12,784-79.3% | $11,185-76.3% | $7,344-63.9% |