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 | $30,050 | $111,754-73.1% | $103,333-70.9% | $145,922-79.4% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.5%+15.5pp | 80.3%+9.7pp |
| Annual return | 13.60% | 24.77%-11.2pp | 24.88%-11.3pp | 561.29%-547.7pp |
| Employer contribution / active EE | $3,112 | $4,212-26.1% | $3,868-19.6% | $4,660-33.2% |
| Participant deferral / active EE | $5,949 | $5,619+5.9% | $5,057+17.6% | $6,688-11.0% |
| Admin fee / account holder | $1,916 | $9,750-80.3% | $8,355-77.1% | $13,397-85.7% |