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 | $27,920 | $159,602-82.5% | $150,045-81.4% | $142,382-80.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 50.75% | 70.24%-19.5pp | 62.55%-11.8pp | 217.08%-166.3pp |
| Employer contribution / active EE | $1,744 | $4,961-64.8% | $4,693-62.8% | $4,299-59.4% |
| Participant deferral / active EE | $2,865 | $8,310-65.5% | $7,997-64.2% | $6,507-56.0% |
| Admin fee / account holder | $2,221 | $14,846-85.0% | $13,435-83.5% | $12,624-82.4% |