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 | $18,560 | $95,561-80.6% | $77,163-75.9% | $139,434-86.7% |
| Participation rate | 70.0% | 73.9%-3.9pp | 69.6%+0.4pp | 80.3%-10.3pp |
| Annual return | 28.47% | 54.92%-26.4pp | 37.87%-9.4pp | 372.94%-344.5pp |
| Employer contribution / active EE | $2,495 | $3,147-20.7% | $2,535-1.6% | $4,751-47.5% |
| Participant deferral / active EE | $6,101 | $4,624+32.0% | $3,833+59.2% | $6,710-9.1% |
| Admin fee / account holder | $501 | $8,295-94.0% | $5,472-90.8% | $11,403-95.6% |