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 | $31,675 | $214,378-85.2% | $200,582-84.2% | $142,382-77.8% |
| Participation rate | 71.4% | 87.4%-16.0pp | 86.9%-15.5pp | 80.1%-8.7pp |
| Annual return | 17.69% | 46.41%-28.7pp | 42.33%-24.6pp | 217.08%-199.4pp |
| Employer contribution / active EE | $3,339 | $6,841-51.2% | $6,419-48.0% | $4,299-22.3% |
| Participant deferral / active EE | $5,683 | $9,865-42.4% | $9,331-39.1% | $6,507-12.7% |
| Admin fee / account holder | $16,925 | $17,692-4.3% | $16,305+3.8% | $12,624+34.1% |