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 5-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 | $35,786 | $165,984-78.4% | $164,813-78.3% | $145,922-75.5% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 27.08% | 100.03%-73.0pp | 69.93%-42.8pp | 561.29%-534.2pp |
| Employer contribution / active EE | $1,362 | $5,273-74.2% | $4,341-68.6% | $4,660-70.8% |
| Participant deferral / active EE | $7,271 | $6,959+4.5% | $6,031+20.5% | $6,688+8.7% |
| Admin fee / account holder | $519 | $16,648-96.9% | $12,690-95.9% | $13,397-96.1% |