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 | $23,332 | $177,572-86.9% | $154,803-84.9% | $142,382-83.6% |
| Participation rate | 86.7% | 82.1%+4.6pp | 78.1%+8.6pp | 80.1%+6.5pp |
| Annual return | 19.18% | 65.07%-45.9pp | 58.88%-39.7pp | 217.08%-197.9pp |
| Employer contribution / active EE | $3,383 | $4,810-29.7% | $4,305-21.4% | $4,299-21.3% |
| Participant deferral / active EE | $4,768 | $6,272-24.0% | $5,540-13.9% | $6,507-26.7% |
| Admin fee / account holder | $2,392 | $16,786-85.7% | $14,329-83.3% | $12,624-81.0% |