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 5-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 | $41,641 | $126,574-67.1% | $106,213-60.8% | $145,922-71.5% |
| Participation rate | 95.5% | 77.6%+17.8pp | 75.3%+20.2pp | 80.3%+15.2pp |
| Annual return | 21.00% | 224.79%-203.8pp | 116.14%-95.1pp | 561.29%-540.3pp |
| Employer contribution / active EE | $789 | $3,730-78.8% | $3,171-75.1% | $4,660-83.1% |
| Participant deferral / active EE | $4,492 | $5,724-21.5% | $5,016-10.4% | $6,688-32.8% |
| Admin fee / account holder | $1,729 | $17,304-90.0% | $11,033-84.3% | $13,397-87.1% |