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 8-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 | $34,370 | $159,602-78.5% | $150,045-77.1% | $142,382-75.9% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.3%+11.4pp | 80.1%+13.6pp |
| Annual return | 20.29% | 70.24%-49.9pp | 62.55%-42.3pp | 217.08%-196.8pp |
| Employer contribution / active EE | $5,676 | $4,961+14.4% | $4,693+20.9% | $4,299+32.0% |
| Participant deferral / active EE | $11,393 | $8,310+37.1% | $7,997+42.5% | $6,507+75.1% |
| Admin fee / account holder | $5,026 | $14,846-66.1% | $13,435-62.6% | $12,624-60.2% |