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 | $16,545 | $159,602-89.6% | $150,045-89.0% | $142,382-88.4% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.3%+2.3pp | 80.1%+4.5pp |
| Annual return | 22.20% | 70.24%-48.0pp | 62.55%-40.4pp | 217.08%-194.9pp |
| Employer contribution / active EE | $1,956 | $4,961-60.6% | $4,693-58.3% | $4,299-54.5% |
| Participant deferral / active EE | $3,397 | $8,310-59.1% | $7,997-57.5% | $6,507-47.8% |
| Admin fee / account holder | $508 | $14,846-96.6% | $13,435-96.2% | $12,624-96.0% |