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 | $31,620 | $109,881-71.2% | $150,045-78.9% | $84,808-62.7% |
| Participation rate | 97.4% | 76.1%+21.4pp | 82.3%+15.1pp | 68.3%+29.1pp |
| Annual return | 38.47% | 28.25%+10.2pp | 62.55%-24.1pp | 40.90%-2.4pp |
| Employer contribution / active EE | $2,047 | $3,561-42.5% | $4,693-56.4% | $2,631-22.2% |
| Participant deferral / active EE | $7,934 | $6,636+19.6% | $7,997-0.8% | $4,212+88.4% |
| Admin fee / account holder | $893 | $8,568-89.6% | $13,435-93.4% | $7,344-87.8% |