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 10-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 | $34,908 | $73,933-52.8% | $96,683-63.9% | $75,163-53.6% |
| Participation rate | 70.0% | 66.4%+3.6pp | 74.3%-4.3pp | 67.2%+2.8pp |
| Annual return | 18.68% | 26.70%-8.0pp | 35.69%-17.0pp | 160.62%-141.9pp |
| Employer contribution / active EE | $1,572 | $2,928-46.3% | $3,737-57.9% | $2,670-41.1% |
| Participant deferral / active EE | $2,122 | $3,659-42.0% | $4,878-56.5% | $4,125-48.6% |
| Admin fee / account holder | $2,084 | $5,216-60.1% | $6,730-69.0% | $5,651-63.1% |