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 6-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 | $31,440 | $93,571-66.4% | $135,903-76.9% | $75,163-58.2% |
| Participation rate | 98.2% | 75.2%+23.0pp | 81.9%+16.3pp | 67.2%+31.0pp |
| Annual return | 25.35% | 30.90%-5.6pp | 68.23%-42.9pp | 160.62%-135.3pp |
| Employer contribution / active EE | $7,975 | $3,537+125.5% | $4,856+64.2% | $2,670+198.7% |
| Participant deferral / active EE | $8,418 | $6,404+31.5% | $7,758+8.5% | $4,125+104.1% |
| Admin fee / account holder | $624 | $6,975-91.1% | $10,762-94.2% | $5,651-89.0% |