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 | $36,999 | $114,381-67.7% | $107,525-65.6% | $142,382-74.0% |
| Participation rate | 95.0% | 78.1%+16.9pp | 75.1%+19.9pp | 80.1%+14.9pp |
| Annual return | 15.92% | 242.71%-226.8pp | 181.32%-165.4pp | 217.08%-201.2pp |
| Employer contribution / active EE | $1,679 | $4,015-58.2% | $3,754-55.3% | $4,299-60.9% |
| Participant deferral / active EE | $4,478 | $5,564-19.5% | $5,116-12.5% | $6,507-31.2% |
| Admin fee / account holder | $1,895 | $9,860-80.8% | $8,919-78.8% | $12,624-85.0% |