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 7-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 | $23,325 | $74,888-68.9% | $71,209-67.2% | $142,382-83.6% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 19.21% | 345.14%-325.9pp | 282.51%-263.3pp | 217.08%-197.9pp |
| Employer contribution / active EE | $2,319 | $2,854-18.7% | $2,721-14.8% | $4,299-46.0% |
| Participant deferral / active EE | $2,675 | $4,454-40.0% | $4,175-35.9% | $6,507-58.9% |
| Admin fee / account holder | $1,250 | $5,568-77.6% | $5,349-76.6% | $12,624-90.1% |