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 | $23,192 | $71,050-67.4% | $93,606-75.2% | $80,856-71.3% |
| Participation rate | 90.3% | 60.4%+29.9pp | 68.7%+21.6pp | 67.6%+22.7pp |
| Annual return | 24.86% | 11.26%+13.6pp | 133.20%-108.3pp | 35.59%-10.7pp |
| Employer contribution / active EE | $2,343 | $1,564+49.8% | $2,420-3.2% | $2,755-15.0% |
| Participant deferral / active EE | $3,952 | $4,034-2.0% | $4,411-10.4% | $4,296-8.0% |
| Admin fee / account holder | $5,304 | $6,945-23.6% | $8,285-36.0% | $6,918-23.3% |