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 7-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 | $28,185 | $111,754-74.8% | $103,333-72.7% | $145,922-80.7% |
| Participation rate | 78.9% | 77.9%+1.0pp | 74.5%+4.4pp | 80.3%-1.3pp |
| Annual return | 22.88% | 24.77%-1.9pp | 24.88%-2.0pp | 561.29%-538.4pp |
| Employer contribution / active EE | $879 | $4,212-79.1% | $3,868-77.3% | $4,660-81.1% |
| Participant deferral / active EE | $4,548 | $5,619-19.0% | $5,057-10.1% | $6,688-32.0% |
| Admin fee / account holder | $2,220 | $9,750-77.2% | $8,355-73.4% | $13,397-83.4% |