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 3-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 | $29,708 | $159,602-81.4% | $150,045-80.2% | $142,382-79.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.74% | 70.24%-51.5pp | 62.55%-43.8pp | 217.08%-198.3pp |
| Employer contribution / active EE | $1,917 | $4,961-61.4% | $4,693-59.2% | $4,299-55.4% |
| Participant deferral / active EE | $3,834 | $8,310-53.9% | $7,997-52.1% | $6,507-41.1% |
| Admin fee / account holder | $531 | $14,846-96.4% | $13,435-96.1% | $12,624-95.8% |