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 | $23,505 | $177,572-86.8% | $154,803-84.8% | $142,382-83.5% |
| Participation rate | 81.0% | 82.1%-1.1pp | 78.1%+2.9pp | 80.1%+0.8pp |
| Annual return | 28.68% | 65.07%-36.4pp | 58.88%-30.2pp | 217.08%-188.4pp |
| Employer contribution / active EE | $1,933 | $4,810-59.8% | $4,305-55.1% | $4,299-55.0% |
| Participant deferral / active EE | $4,441 | $6,272-29.2% | $5,540-19.8% | $6,507-31.7% |
| Admin fee / account holder | $2,913 | $16,786-82.6% | $14,329-79.7% | $12,624-76.9% |