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 6-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 | $20,346 | $127,065-84.0% | $113,168-82.0% | $142,382-85.7% |
| Participation rate | 81.8% | 79.2%+2.6pp | 76.6%+5.3pp | 80.1%+1.7pp |
| Annual return | 21.02% | 24.03%-3.0pp | 24.27%-3.3pp | 217.08%-196.1pp |
| Employer contribution / active EE | $1,478 | $3,442-57.0% | $2,975-50.3% | $4,299-65.6% |
| Participant deferral / active EE | $3,259 | $5,716-43.0% | $5,107-36.2% | $6,507-49.9% |
| Admin fee / account holder | $539 | $15,736-96.6% | $12,068-95.5% | $12,624-95.7% |