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 | $35,557 | $177,572-80.0% | $154,803-77.0% | $142,382-75.0% |
| Participation rate | 95.2% | 82.1%+13.2pp | 78.1%+17.2pp | 80.1%+15.1pp |
| Annual return | 20.32% | 65.07%-44.8pp | 58.88%-38.6pp | 217.08%-196.8pp |
| Employer contribution / active EE | $2,294 | $4,810-52.3% | $4,305-46.7% | $4,299-46.6% |
| Participant deferral / active EE | $4,339 | $6,272-30.8% | $5,540-21.7% | $6,507-33.3% |
| Admin fee / account holder | $21,303 | $16,786+26.9% | $14,329+48.7% | $12,624+68.8% |