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 | $31,291 | $179,726-82.6% | $156,263-80.0% | $142,382-78.0% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.9%+4.4pp | 80.1%+3.2pp |
| Annual return | 16.97% | 77.86%-60.9pp | 59.47%-42.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $3,289 | $5,069-35.1% | $4,333-24.1% | $4,299-23.5% |
| Participant deferral / active EE | $7,821 | $6,956+12.4% | $6,158+27.0% | $6,507+20.2% |
| Admin fee / account holder | $2,034 | $17,272-88.2% | $14,255-85.7% | $12,624-83.9% |