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 | $26,231 | $177,572-85.2% | $154,803-83.1% | $142,382-81.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 21.71% | 65.07%-43.4pp | 58.88%-37.2pp | 217.08%-195.4pp |
| Employer contribution / active EE | $1,901 | $4,810-60.5% | $4,305-55.9% | $4,299-55.8% |
| Participant deferral / active EE | $4,175 | $6,272-33.4% | $5,540-24.6% | $6,507-35.8% |
| Admin fee / account holder | $2,674 | $16,786-84.1% | $14,329-81.3% | $12,624-78.8% |