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 | $28,345 | $148,534-80.9% | $135,903-79.1% | $139,434-79.7% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 32.83% | 79.19%-46.4pp | 68.23%-35.4pp | 372.94%-340.1pp |
| Employer contribution / active EE | $3,210 | $5,243-38.8% | $4,856-33.9% | $4,751-32.4% |
| Participant deferral / active EE | $7,958 | $8,100-1.8% | $7,758+2.6% | $6,710+18.6% |
| Admin fee / account holder | $323 | $12,400-97.4% | $10,762-97.0% | $11,403-97.2% |