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 | $40,615 | $104,974-61.3% | $95,585-57.5% | $142,382-71.5% |
| Participation rate | 94.1% | 75.0%+19.1pp | 72.1%+22.0pp | 80.1%+14.0pp |
| Annual return | 19.11% | 210.33%-191.2pp | 38.56%-19.5pp | 217.08%-198.0pp |
| Employer contribution / active EE | $2,418 | $2,779-13.0% | $2,527-4.3% | $4,299-43.8% |
| Participant deferral / active EE | $3,574 | $4,352-17.9% | $4,023-11.1% | $6,507-45.1% |
| Admin fee / account holder | $708 | $6,386-88.9% | $6,127-88.4% | $12,624-94.4% |