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 | $24,311 | $104,664-76.8% | $85,682-71.6% | $167,490-85.5% |
| Participation rate | 95.0% | 76.4%+18.6pp | 69.9%+25.1pp | 82.1%+12.9pp |
| Annual return | 30.25% | 21.45%+8.8pp | 21.49%+8.8pp | 478.56%-448.3pp |
| Employer contribution / active EE | $1,336 | $3,337-60.0% | $2,618-49.0% | $4,837-72.4% |
| Participant deferral / active EE | $3,577 | $4,824-25.9% | $3,923-8.8% | $6,341-43.6% |
| Admin fee / account holder | $1,040 | $10,032-89.6% | $6,873-84.9% | $12,309-91.6% |