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 3-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 | $6,916 | $107,452-93.6% | $91,541-92.4% | $142,382-95.1% |
| Participation rate | 85.7% | 75.1%+10.6pp | 69.8%+15.9pp | 80.1%+5.6pp |
| Annual return | 21.05% | 22.06%-1.0pp | 20.50%+0.5pp | 217.08%-196.0pp |
| Employer contribution / active EE | $1,079 | $2,994-64.0% | $2,505-56.9% | $4,299-74.9% |
| Participant deferral / active EE | $1,604 | $4,754-66.3% | $4,008-60.0% | $6,507-75.3% |
| Admin fee / account holder | $818 | $8,834-90.7% | $6,956-88.2% | $12,624-93.5% |