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 | $27,396 | $117,841-76.8% | $102,423-73.3% | $145,922-81.2% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.1pp |
| Annual return | 10.29% | 31.65%-21.4pp | 29.32%-19.0pp | 561.29%-551.0pp |
| Employer contribution / active EE | $4,927 | $3,615+36.3% | $3,023+63.0% | $4,660+5.7% |
| Participant deferral / active EE | $10,126 | $5,731+76.7% | $5,053+100.4% | $6,688+51.4% |
| Admin fee / account holder | $2,335 | $13,326-82.5% | $9,451-75.3% | $13,397-82.6% |