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 4-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 | $22,590 | $159,901-85.9% | $146,958-84.6% | $145,922-84.5% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.2pp |
| Annual return | 12.82% | 98.13%-85.3pp | 418.34%-405.5pp | 561.29%-548.5pp |
| Employer contribution / active EE | $1,707 | $5,286-67.7% | $4,933-65.4% | $4,660-63.4% |
| Participant deferral / active EE | $4,855 | $8,428-42.4% | $8,070-39.8% | $6,688-27.4% |
| Admin fee / account holder | $9,797 | $15,044-34.9% | $12,998-24.6% | $13,397-26.9% |