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 4-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 | $42,002 | $177,572-76.3% | $154,803-72.9% | $142,382-70.5% |
| Participation rate | 92.9% | 82.1%+10.8pp | 78.1%+14.8pp | 80.1%+12.7pp |
| Annual return | 28.59% | 65.07%-36.5pp | 58.88%-30.3pp | 217.08%-188.5pp |
| Employer contribution / active EE | $10,120 | $4,810+110.4% | $4,305+135.1% | $4,299+135.4% |
| Participant deferral / active EE | $4,296 | $6,272-31.5% | $5,540-22.5% | $6,507-34.0% |
| Admin fee / account holder | $938 | $16,786-94.4% | $14,329-93.5% | $12,624-92.6% |