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 | $17,269 | $105,126-83.6% | $94,646-81.8% | $139,434-87.6% |
| Participation rate | 81.8% | 82.4%-0.5pp | 80.8%+1.0pp | 80.3%+1.5pp |
| Annual return | 25.60% | 38.03%-12.4pp | 156.71%-131.1pp | 372.94%-347.3pp |
| Employer contribution / active EE | $2,173 | $4,106-47.1% | $3,672-40.8% | $4,751-54.3% |
| Participant deferral / active EE | $4,658 | $7,599-38.7% | $7,418-37.2% | $6,710-30.6% |
| Admin fee / account holder | $1,536 | $8,984-82.9% | $7,231-78.8% | $11,403-86.5% |