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 | $29,505 | $177,572-83.4% | $154,803-80.9% | $142,382-79.3% |
| Participation rate | 95.2% | 82.1%+13.2pp | 78.1%+17.2pp | 80.1%+15.1pp |
| Annual return | 21.03% | 65.07%-44.0pp | 58.88%-37.9pp | 217.08%-196.0pp |
| Employer contribution / active EE | $2,621 | $4,810-45.5% | $4,305-39.1% | $4,299-39.0% |
| Participant deferral / active EE | $6,239 | $6,272-0.5% | $5,540+12.6% | $6,507-4.1% |
| Admin fee / account holder | $916 | $16,786-94.5% | $14,329-93.6% | $12,624-92.7% |