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 8-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 | $36,352 | $140,940-74.2% | $112,229-67.6% | $139,434-73.9% |
| Participation rate | 91.7% | 79.2%+12.5pp | 72.4%+19.2pp | 80.3%+11.3pp |
| Annual return | 24.54% | 32.71%-8.2pp | 30.20%-5.7pp | 372.94%-348.4pp |
| Employer contribution / active EE | $1,877 | $4,283-56.2% | $3,430-45.3% | $4,751-60.5% |
| Participant deferral / active EE | $4,284 | $5,874-27.1% | $4,798-10.7% | $6,710-36.2% |
| Admin fee / account holder | $1,246 | $9,954-87.5% | $7,748-83.9% | $11,403-89.1% |