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 3-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 | $30,250 | $172,478-82.5% | $145,661-79.2% | $142,382-78.8% |
| Participation rate | 91.3% | 80.1%+11.2pp | 77.2%+14.1pp | 80.1%+11.2pp |
| Annual return | 23.88% | 151.09%-127.2pp | 101.46%-77.6pp | 217.08%-193.2pp |
| Employer contribution / active EE | $3,178 | $4,899-35.1% | $4,238-25.0% | $4,299-26.1% |
| Participant deferral / active EE | $6,880 | $8,348-17.6% | $7,198-4.4% | $6,507+5.7% |
| Admin fee / account holder | $619 | $16,864-96.3% | $12,466-95.0% | $12,624-95.1% |