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 3-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 | $11,170 | $117,983-90.5% | $101,794-89.0% | $142,382-92.2% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.2%+21.7pp | 80.1%+10.8pp |
| Annual return | 20.55% | 36.92%-16.4pp | 30.53%-10.0pp | 217.08%-196.5pp |
| Employer contribution / active EE | $1,259 | $2,773-54.6% | $2,289-45.0% | $4,299-70.7% |
| Participant deferral / active EE | $1,893 | $4,714-59.8% | $4,084-53.7% | $6,507-70.9% |
| Admin fee / account holder | $504 | $10,433-95.2% | $8,777-94.3% | $12,624-96.0% |