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 | $31,839 | $177,572-82.1% | $154,803-79.4% | $142,382-77.6% |
| Participation rate | 76.2% | 82.1%-5.9pp | 78.1%-1.9pp | 80.1%-3.9pp |
| Annual return | 25.01% | 65.07%-40.1pp | 58.88%-33.9pp | 217.08%-192.1pp |
| Employer contribution / active EE | $1,357 | $4,810-71.8% | $4,305-68.5% | $4,299-68.4% |
| Participant deferral / active EE | $3,307 | $6,272-47.3% | $5,540-40.3% | $6,507-49.2% |
| Admin fee / account holder | $520 | $16,786-96.9% | $14,329-96.4% | $12,624-95.9% |