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 | $39,471 | $159,602-75.3% | $150,045-73.7% | $142,382-72.3% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 17.97% | 70.24%-52.3pp | 62.55%-44.6pp | 217.08%-199.1pp |
| Employer contribution / active EE | $1,300 | $4,961-73.8% | $4,693-72.3% | $4,299-69.8% |
| Participant deferral / active EE | $4,513 | $8,310-45.7% | $7,997-43.6% | $6,507-30.7% |
| Admin fee / account holder | $5,313 | $14,846-64.2% | $13,435-60.5% | $12,624-57.9% |