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 9-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 | $35,709 | $106,890-66.6% | $84,015-57.5% | $152,861-76.6% |
| Participation rate | 80.0% | 75.2%+4.8pp | 69.0%+11.0pp | 82.4%-2.4pp |
| Annual return | 23.31% | 104.99%-81.7pp | 71.31%-48.0pp | 345.32%-322.0pp |
| Employer contribution / active EE | $1,043 | $2,734-61.8% | $1,983-47.4% | $4,762-78.1% |
| Participant deferral / active EE | $5,991 | $4,011+49.4% | $3,239+85.0% | $5,850+2.4% |
| Admin fee / account holder | $591 | $8,285-92.9% | $6,101-90.3% | $11,596-94.9% |