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 | $46,223 | $176,056-73.7% | $159,436-71.0% | $167,490-72.4% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 15.61% | 331.75%-316.1pp | 263.57%-248.0pp | 478.56%-462.9pp |
| Employer contribution / active EE | $3,004 | $5,297-43.3% | $4,829-37.8% | $4,837-37.9% |
| Participant deferral / active EE | $6,411 | $7,750-17.3% | $7,352-12.8% | $6,341+1.1% |
| Admin fee / account holder | $377 | $12,554-97.0% | $10,799-96.5% | $12,309-96.9% |