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 | $23,300 | $165,335-85.9% | $149,696-84.4% | $158,922-85.3% |
| Participation rate | 70.0% | 84.6%-14.6pp | 82.5%-12.5pp | 82.0%-12.0pp |
| Annual return | 9.59% | 348.15%-338.6pp | 276.60%-267.0pp | 302.83%-293.2pp |
| Employer contribution / active EE | $2,706 | $5,103-47.0% | $4,644-41.7% | $4,761-43.2% |
| Participant deferral / active EE | $2,773 | $7,181-61.4% | $6,842-59.5% | $5,982-53.7% |
| Admin fee / account holder | $4,372 | $10,807-59.5% | $9,309-53.0% | $11,246-61.1% |