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 | $21,927 | $177,572-87.7% | $154,803-85.8% | $142,382-84.6% |
| Participation rate | 93.3% | 82.1%+11.3pp | 78.1%+15.3pp | 80.1%+13.2pp |
| Annual return | 19.90% | 65.07%-45.2pp | 58.88%-39.0pp | 217.08%-197.2pp |
| Employer contribution / active EE | $1,660 | $4,810-65.5% | $4,305-61.4% | $4,299-61.4% |
| Participant deferral / active EE | $1,841 | $6,272-70.6% | $5,540-66.8% | $6,507-71.7% |
| Admin fee / account holder | $2,919 | $16,786-82.6% | $14,329-79.6% | $12,624-76.9% |