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 8-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 | $104,240 | $214,378-51.4% | $200,582-48.0% | $142,382-26.8% |
| Participation rate | 71.4% | 87.4%-16.0pp | 86.9%-15.5pp | 80.1%-8.7pp |
| Annual return | 21.05% | 46.41%-25.4pp | 42.33%-21.3pp | 217.08%-196.0pp |
| Employer contribution / active EE | $3,860 | $6,841-43.6% | $6,419-39.9% | $4,299-10.2% |
| Participant deferral / active EE | $6,616 | $9,865-32.9% | $9,331-29.1% | $6,507+1.7% |
| Admin fee / account holder | $1,220 | $17,692-93.1% | $16,305-92.5% | $12,624-90.3% |