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 6-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 | $34,778 | $177,572-80.4% | $154,803-77.5% | $142,382-75.6% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 16.61% | 65.07%-48.5pp | 58.88%-42.3pp | 217.08%-200.5pp |
| Employer contribution / active EE | $5,160 | $4,810+7.3% | $4,305+19.9% | $4,299+20.0% |
| Participant deferral / active EE | $2,127 | $6,272-66.1% | $5,540-61.6% | $6,507-67.3% |
| Admin fee / account holder | $3,374 | $16,786-79.9% | $14,329-76.5% | $12,624-73.3% |