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 | $29,350 | $111,754-73.7% | $103,333-71.6% | $145,922-79.9% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 15.35% | 24.77%-9.4pp | 24.88%-9.5pp | 561.29%-545.9pp |
| Employer contribution / active EE | $2,924 | $4,212-30.6% | $3,868-24.4% | $4,660-37.2% |
| Participant deferral / active EE | $11,447 | $5,619+103.7% | $5,057+126.3% | $6,688+71.2% |
| Admin fee / account holder | $1,050 | $9,750-89.2% | $8,355-87.4% | $13,397-92.2% |