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 | $26,552 | $177,572-85.0% | $154,803-82.8% | $142,382-81.4% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 16.93% | 65.07%-48.1pp | 58.88%-41.9pp | 217.08%-200.1pp |
| Employer contribution / active EE | $2,624 | $4,810-45.4% | $4,305-39.0% | $4,299-39.0% |
| Participant deferral / active EE | $2,645 | $6,272-57.8% | $5,540-52.3% | $6,507-59.3% |
| Admin fee / account holder | $4,470 | $16,786-73.4% | $14,329-68.8% | $12,624-64.6% |