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 | $29,824 | $109,982-72.9% | $97,226-69.3% | $145,922-79.6% |
| Participation rate | 94.4% | 75.9%+18.5pp | 72.7%+21.8pp | 80.3%+14.2pp |
| Annual return | 14.78% | 242.90%-228.1pp | 75.13%-60.4pp | 561.29%-546.5pp |
| Employer contribution / active EE | $2,280 | $3,084-26.1% | $2,729-16.4% | $4,660-51.1% |
| Participant deferral / active EE | $3,151 | $4,676-32.6% | $4,264-26.1% | $6,688-52.9% |
| Admin fee / account holder | $2,278 | $6,221-63.4% | $5,654-59.7% | $13,397-83.0% |