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 | $61,434 | $99,032-38.0% | $80,019-23.2% | $135,375-54.6% |
| Participation rate | 87.0% | 78.4%+8.6pp | 75.8%+11.1pp | 82.6%+4.3pp |
| Annual return | 0.00% | 15.39%-15.4pp | 11.22%-11.2pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,096 | $3,043-64.0% | $2,468-55.6% | $4,779-77.1% |
| Participant deferral / active EE | $2,411 | $4,282-43.7% | $3,686-34.6% | $5,609-57.0% |
| Admin fee / account holder | $535 | $10,436-94.9% | $6,521-91.8% | $10,827-95.1% |