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 | $10,776 | $95,561-88.7% | $77,163-86.0% | $139,434-92.3% |
| Participation rate | 79.2% | 73.9%+5.2pp | 69.6%+9.6pp | 80.3%-1.2pp |
| Annual return | 33.46% | 54.92%-21.5pp | 37.87%-4.4pp | 372.94%-339.5pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,535-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $5,320 | $4,624+15.1% | $3,833+38.8% | $6,710-20.7% |
| Admin fee / account holder | $767 | $8,295-90.8% | $5,472-86.0% | $11,403-93.3% |