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 | $29,895 | $159,602-81.3% | $150,045-80.1% | $142,382-79.0% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 13.41% | 70.24%-56.8pp | 62.55%-49.1pp | 217.08%-203.7pp |
| Employer contribution / active EE | $1,609 | $4,961-67.6% | $4,693-65.7% | $4,299-62.6% |
| Participant deferral / active EE | $3,536 | $8,310-57.5% | $7,997-55.8% | $6,507-45.7% |
| Admin fee / account holder | $3,488 | $14,846-76.5% | $13,435-74.0% | $12,624-72.4% |