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 | $30,702 | $80,968-62.1% | $96,544-68.2% | $75,163-59.2% |
| Participation rate | 81.7% | 71.8%+9.9pp | 76.0%+5.7pp | 67.2%+14.5pp |
| Annual return | 19.97% | 27.06%-7.1pp | 25.84%-5.9pp | 160.62%-140.6pp |
| Employer contribution / active EE | $2,399 | $2,282+5.1% | $2,965-19.1% | $2,670-10.2% |
| Participant deferral / active EE | $3,767 | $3,928-4.1% | $4,851-22.4% | $4,125-8.7% |
| Admin fee / account holder | $1,082 | $6,724-83.9% | $8,252-86.9% | $5,651-80.8% |