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 9-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 | $49,095 | $81,460-39.7% | $103,333-52.5% | $80,856-39.3% |
| Participation rate | 90.6% | 66.8%+23.8pp | 74.5%+16.1pp | 67.6%+23.0pp |
| Annual return | 18.44% | 25.55%-7.1pp | 24.88%-6.4pp | 35.59%-17.2pp |
| Employer contribution / active EE | $1,165 | $3,105-62.5% | $3,868-69.9% | $2,755-57.7% |
| Participant deferral / active EE | $1,643 | $3,869-57.5% | $5,057-67.5% | $4,296-61.8% |
| Admin fee / account holder | $587 | $6,566-91.1% | $8,355-93.0% | $6,918-91.5% |