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 3-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 | $26,560 | $109,881-75.8% | $150,045-82.3% | $84,808-68.7% |
| Participation rate | 81.0% | 76.1%+4.9pp | 82.3%-1.3pp | 68.3%+12.7pp |
| Annual return | 122.64% | 28.25%+94.4pp | 62.55%+60.1pp | 40.90%+81.7pp |
| Employer contribution / active EE | $2,855 | $3,561-19.8% | $4,693-39.2% | $2,631+8.5% |
| Participant deferral / active EE | $6,048 | $6,636-8.9% | $7,997-24.4% | $4,212+43.6% |
| Admin fee / account holder | $2,170 | $8,568-74.7% | $13,435-83.8% | $7,344-70.5% |