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 | $28,417 | $111,724-74.6% | $93,606-69.6% | $145,922-80.5% |
| Participation rate | 88.2% | 74.2%+14.0pp | 68.7%+19.5pp | 80.3%+8.0pp |
| Annual return | 13.96% | 202.98%-189.0pp | 133.20%-119.2pp | 561.29%-547.3pp |
| Employer contribution / active EE | $1,481 | $3,090-52.1% | $2,420-38.8% | $4,660-68.2% |
| Participant deferral / active EE | $2,176 | $4,912-55.7% | $4,411-50.7% | $6,688-67.5% |
| Admin fee / account holder | $951 | $10,250-90.7% | $8,285-88.5% | $13,397-92.9% |