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 6-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 | $26,903 | $103,966-74.1% | $112,887-76.2% | $75,163-64.2% |
| Participation rate | 96.3% | 75.7%+20.6pp | 80.5%+15.8pp | 67.2%+29.1pp |
| Annual return | 47.10% | 24.54%+22.6pp | 34.10%+13.0pp | 160.62%-113.5pp |
| Employer contribution / active EE | $4,127 | $3,870+6.6% | $4,563-9.6% | $2,670+54.6% |
| Participant deferral / active EE | $8,204 | $5,456+50.4% | $6,513+26.0% | $4,125+98.9% |
| Admin fee / account holder | $826 | $7,663-89.2% | $7,047-88.3% | $5,651-85.4% |