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 | $12,544 | $106,515-88.2% | $96,683-87.0% | $139,434-91.0% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 17.22% | 38.43%-21.2pp | 35.69%-18.5pp | 372.94%-355.7pp |
| Employer contribution / active EE | $2,950 | $4,103-28.1% | $3,737-21.1% | $4,751-37.9% |
| Participant deferral / active EE | $3,401 | $5,454-37.6% | $4,878-30.3% | $6,710-49.3% |
| Admin fee / account holder | $4,047 | $7,877-48.6% | $6,730-39.9% | $11,403-64.5% |