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 | $19,808 | $159,602-87.6% | $150,045-86.8% | $142,382-86.1% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 21.28% | 70.24%-49.0pp | 62.55%-41.3pp | 217.08%-195.8pp |
| Employer contribution / active EE | $3,212 | $4,961-35.2% | $4,693-31.6% | $4,299-25.3% |
| Participant deferral / active EE | $3,766 | $8,310-54.7% | $7,997-52.9% | $6,507-42.1% |
| Admin fee / account holder | $317 | $14,846-97.9% | $13,435-97.6% | $12,624-97.5% |