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 5-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 | $19,979 | $68,719-70.9% | $91,541-78.2% | $84,808-76.4% |
| Participation rate | 80.8% | 64.5%+16.3pp | 69.8%+11.0pp | 68.3%+12.5pp |
| Annual return | 17.51% | 19.12%-1.6pp | 20.50%-3.0pp | 40.90%-23.4pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,073 | $3,136-33.9% | $4,008-48.3% | $4,212-50.8% |
| Admin fee / account holder | $906 | $5,786-84.3% | $6,956-87.0% | $7,344-87.7% |