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 3-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 | $15,775 | $117,983-86.6% | $101,794-84.5% | $142,382-88.9% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.2%+19.7pp | 80.1%+8.8pp |
| Annual return | 29.02% | 36.92%-7.9pp | 30.53%-1.5pp | 217.08%-188.1pp |
| Employer contribution / active EE | $1,976 | $2,773-28.7% | $2,289-13.7% | $4,299-54.0% |
| Participant deferral / active EE | $4,683 | $4,714-0.6% | $4,084+14.7% | $6,507-28.0% |
| Admin fee / account holder | $807 | $10,433-92.3% | $8,777-90.8% | $12,624-93.6% |