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 6-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 | $32,800 | $165,984-80.2% | $164,813-80.1% | $145,922-77.5% |
| Participation rate | 81.8% | 82.0%-0.2pp | 78.6%+3.2pp | 80.3%+1.5pp |
| Annual return | 20.38% | 100.03%-79.7pp | 69.93%-49.6pp | 561.29%-540.9pp |
| Employer contribution / active EE | $2,503 | $5,273-52.5% | $4,341-42.3% | $4,660-46.3% |
| Participant deferral / active EE | $4,716 | $6,959-32.2% | $6,031-21.8% | $6,688-29.5% |
| Admin fee / account holder | $2,615 | $16,648-84.3% | $12,690-79.4% | $13,397-80.5% |