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 4-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 | $32,836 | $100,773-67.4% | $88,946-63.1% | $142,382-76.9% |
| Participation rate | 85.7% | 74.3%+11.4pp | 68.8%+16.9pp | 80.1%+5.6pp |
| Annual return | 16.16% | 70.18%-54.0pp | 57.82%-41.7pp | 217.08%-200.9pp |
| Employer contribution / active EE | $2,186 | $2,918-25.1% | $2,555-14.4% | $4,299-49.1% |
| Participant deferral / active EE | $4,419 | $5,230-15.5% | $4,581-3.5% | $6,507-32.1% |
| Admin fee / account holder | $489 | $9,693-95.0% | $8,261-94.1% | $12,624-96.1% |