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 | $21,798 | $54,705-60.2% | $71,209-69.4% | $84,808-74.3% |
| Participation rate | 93.9% | 64.1%+29.9pp | 73.8%+20.2pp | 68.3%+25.6pp |
| Annual return | 20.81% | 35.90%-15.1pp | 282.51%-261.7pp | 40.90%-20.1pp |
| Employer contribution / active EE | $3,044 | $2,158+41.0% | $2,721+11.9% | $2,631+15.7% |
| Participant deferral / active EE | $4,354 | $3,030+43.7% | $4,175+4.3% | $4,212+3.4% |
| Admin fee / account holder | $1,128 | $4,863-76.8% | $5,349-78.9% | $7,344-84.6% |