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 | $42,889 | $95,266-55.0% | $82,389-47.9% | $142,382-69.9% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.5%+10.5pp | 80.1%-0.1pp |
| Annual return | 17.51% | 25.74%-8.2pp | 28.67%-11.2pp | 217.08%-199.6pp |
| Employer contribution / active EE | $2,357 | $2,991-21.2% | $2,517-6.4% | $4,299-45.2% |
| Participant deferral / active EE | $4,707 | $4,809-2.1% | $4,155+13.3% | $6,507-27.7% |
| Admin fee / account holder | $2,439 | $8,563-71.5% | $7,231-66.3% | $12,624-80.7% |