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 | $28,130 | $71,050-60.4% | $93,606-69.9% | $80,856-65.2% |
| Participation rate | 90.8% | 60.4%+30.4pp | 68.7%+22.0pp | 67.6%+23.1pp |
| Annual return | 41.58% | 11.26%+30.3pp | 133.20%-91.6pp | 35.59%+6.0pp |
| Employer contribution / active EE | $4,560 | $1,564+191.6% | $2,420+88.4% | $2,755+65.5% |
| Participant deferral / active EE | $9,249 | $4,034+129.3% | $4,411+109.7% | $4,296+115.3% |
| Admin fee / account holder | $1,320 | $6,945-81.0% | $8,285-84.1% | $6,918-80.9% |