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 | $14,096 | $177,572-92.1% | $154,803-90.9% | $142,382-90.1% |
| Participation rate | 84.6% | 82.1%+2.6pp | 78.1%+6.5pp | 80.1%+4.5pp |
| Annual return | 25.06% | 65.07%-40.0pp | 58.88%-33.8pp | 217.08%-192.0pp |
| Employer contribution / active EE | $1,381 | $4,810-71.3% | $4,305-67.9% | $4,299-67.9% |
| Participant deferral / active EE | $2,777 | $6,272-55.7% | $5,540-49.9% | $6,507-57.3% |
| Admin fee / account holder | $680 | $16,786-95.9% | $14,329-95.3% | $12,624-94.6% |