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 10-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 | $31,771 | $107,334-70.4% | $92,893-65.8% | $152,861-79.2% |
| Participation rate | 77.8% | 79.8%-2.0pp | 76.0%+1.8pp | 82.4%-4.7pp |
| Annual return | 18.68% | 145.58%-126.9pp | 109.41%-90.7pp | 345.32%-326.6pp |
| Employer contribution / active EE | $3,543 | $4,221-16.1% | $3,653-3.0% | $4,762-25.6% |
| Participant deferral / active EE | $7,135 | $4,845+47.3% | $4,236+68.4% | $5,850+22.0% |
| Admin fee / account holder | $2,565 | $7,079-63.8% | $5,794-55.7% | $11,596-77.9% |