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 6-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 | $41,337 | $183,519-77.5% | $155,509-73.4% | $145,922-71.7% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 16.28% | 61.17%-44.9pp | 64.67%-48.4pp | 561.29%-545.0pp |
| Employer contribution / active EE | $6,211 | $5,313+16.9% | $4,672+32.9% | $4,660+33.3% |
| Participant deferral / active EE | $3,669 | $6,462-43.2% | $5,626-34.8% | $6,688-45.1% |
| Admin fee / account holder | $368 | $19,313-98.1% | $15,912-97.7% | $13,397-97.3% |