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 10-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 | $39,068 | $93,571-58.2% | $135,903-71.3% | $75,163-48.0% |
| Participation rate | 93.3% | 75.2%+18.2pp | 81.9%+11.4pp | 67.2%+26.1pp |
| Annual return | 22.49% | 30.90%-8.4pp | 68.23%-45.7pp | 160.62%-138.1pp |
| Employer contribution / active EE | $1,617 | $3,537-54.3% | $4,856-66.7% | $2,670-39.4% |
| Participant deferral / active EE | $7,766 | $6,404+21.3% | $7,758+0.1% | $4,125+88.3% |
| Admin fee / account holder | $1,253 | $6,975-82.0% | $10,762-88.4% | $5,651-77.8% |