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 | $26,755 | $106,515-74.9% | $96,683-72.3% | $139,434-80.8% |
| Participation rate | 86.7% | 77.8%+8.8pp | 74.3%+12.3pp | 80.3%+6.3pp |
| Annual return | 23.77% | 38.43%-14.7pp | 35.69%-11.9pp | 372.94%-349.2pp |
| Employer contribution / active EE | $2,389 | $4,103-41.8% | $3,737-36.1% | $4,751-49.7% |
| Participant deferral / active EE | $3,055 | $5,454-44.0% | $4,878-37.4% | $6,710-54.5% |
| Admin fee / account holder | $843 | $7,877-89.3% | $6,730-87.5% | $11,403-92.6% |