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 3-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 | $32,099 | $94,625-66.1% | $116,228-72.4% | $84,808-62.2% |
| Participation rate | 84.0% | 70.4%+13.6pp | 74.6%+9.4pp | 68.3%+15.7pp |
| Annual return | 18.89% | 20.40%-1.5pp | 90.06%-71.2pp | 40.90%-22.0pp |
| Employer contribution / active EE | $1,229 | $2,347-47.6% | $2,994-58.9% | $2,631-53.3% |
| Participant deferral / active EE | $1,836 | $3,972-53.8% | $4,953-62.9% | $4,212-56.4% |
| Admin fee / account holder | $6,479 | $10,091-35.8% | $11,989-46.0% | $7,344-11.8% |