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 10-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 | $39,698 | $154,117-74.2% | $129,995-69.5% | $139,434-71.5% |
| Participation rate | 72.7% | 82.0%-9.2pp | 78.5%-5.8pp | 80.3%-7.6pp |
| Annual return | 19.29% | 32.48%-13.2pp | -137.18%+156.5pp | 372.94%-353.6pp |
| Employer contribution / active EE | $1,494 | $5,289-71.7% | $4,320-65.4% | $4,751-68.5% |
| Participant deferral / active EE | $3,778 | $6,710-43.7% | $5,820-35.1% | $6,710-43.7% |
| Admin fee / account holder | $1,016 | $14,007-92.7% | $10,614-90.4% | $11,403-91.1% |