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 | $33,432 | $109,327-69.4% | $89,391-62.6% | $158,922-79.0% |
| Participation rate | 72.7% | 74.3%-1.5pp | 68.0%+4.7pp | 82.0%-9.2pp |
| Annual return | 17.06% | 345.68%-328.6pp | 245.62%-228.6pp | 302.83%-285.8pp |
| Employer contribution / active EE | $1,512 | $3,170-52.3% | $2,586-41.5% | $4,761-68.2% |
| Participant deferral / active EE | $5,198 | $4,598+13.0% | $3,890+33.6% | $5,982-13.1% |
| Admin fee / account holder | $1,152 | $6,153-81.3% | $4,881-76.4% | $11,246-89.8% |