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 | $32,588 | $127,065-74.4% | $113,168-71.2% | $142,382-77.1% |
| Participation rate | 91.7% | 79.2%+12.5pp | 76.6%+15.1pp | 80.1%+11.5pp |
| Annual return | 18.87% | 24.03%-5.2pp | 24.27%-5.4pp | 217.08%-198.2pp |
| Employer contribution / active EE | $3,140 | $3,442-8.8% | $2,975+5.6% | $4,299-27.0% |
| Participant deferral / active EE | $4,215 | $5,716-26.3% | $5,107-17.5% | $6,507-35.2% |
| Admin fee / account holder | $465 | $15,736-97.0% | $12,068-96.1% | $12,624-96.3% |