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 6-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 | $40,653 | $114,381-64.5% | $107,525-62.2% | $142,382-71.4% |
| Participation rate | 77.8% | 78.1%-0.4pp | 75.1%+2.7pp | 80.1%-2.3pp |
| Annual return | 18.14% | 242.71%-224.6pp | 181.32%-163.2pp | 217.08%-198.9pp |
| Employer contribution / active EE | $1,952 | $4,015-51.4% | $3,754-48.0% | $4,299-54.6% |
| Participant deferral / active EE | $4,986 | $5,564-10.4% | $5,116-2.5% | $6,507-23.4% |
| Admin fee / account holder | $325 | $9,860-96.7% | $8,919-96.4% | $12,624-97.4% |