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 9-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 | $43,623 | $135,635-67.8% | $110,238-60.4% | $135,375-67.8% |
| Participation rate | 88.2% | 83.5%+4.8pp | 79.8%+8.4pp | 82.6%+5.6pp |
| Annual return | 6.18% | 513.19%-507.0pp | 314.74%-308.6pp | 519.73%-513.6pp |
| Employer contribution / active EE | $1,096 | $4,906-77.7% | $3,826-71.3% | $4,779-77.1% |
| Participant deferral / active EE | $2,520 | $5,506-54.2% | $4,672-46.1% | $5,609-55.1% |
| Admin fee / account holder | $7,722 | $11,457-32.6% | $8,547-9.7% | $10,827-28.7% |