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 3-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 | $30,236 | $159,901-81.1% | $146,958-79.4% | $145,922-79.3% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.3pp | 80.3%+1.5pp |
| Annual return | 15.39% | 98.13%-82.7pp | 418.34%-403.0pp | 561.29%-545.9pp |
| Employer contribution / active EE | $2,693 | $5,286-49.0% | $4,933-45.4% | $4,660-42.2% |
| Participant deferral / active EE | $4,158 | $8,428-50.7% | $8,070-48.5% | $6,688-37.8% |
| Admin fee / account holder | $1,219 | $15,044-91.9% | $12,998-90.6% | $13,397-90.9% |