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 | $40,286 | $201,272-80.0% | $184,203-78.1% | $145,922-72.4% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 14.18% | 29.00%-14.8pp | 28.81%-14.6pp | 561.29%-547.1pp |
| Employer contribution / active EE | $2,194 | $7,022-68.8% | $6,427-65.9% | $4,660-52.9% |
| Participant deferral / active EE | $7,630 | $9,806-22.2% | $9,131-16.4% | $6,688+14.1% |
| Admin fee / account holder | $1,139 | $16,364-93.0% | $13,901-91.8% | $13,397-91.5% |