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 8-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 | $42,064 | $183,519-77.1% | $155,509-73.0% | $145,922-71.2% |
| Participation rate | 82.4% | 82.7%-0.3pp | 78.2%+4.2pp | 80.3%+2.1pp |
| Annual return | 12.43% | 61.17%-48.7pp | 64.67%-52.2pp | 561.29%-548.9pp |
| Employer contribution / active EE | $1,550 | $5,313-70.8% | $4,672-66.8% | $4,660-66.7% |
| Participant deferral / active EE | $3,470 | $6,462-46.3% | $5,626-38.3% | $6,688-48.1% |
| Admin fee / account holder | $883 | $19,313-95.4% | $15,912-94.4% | $13,397-93.4% |