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 | $26,919 | $201,272-86.6% | $184,203-85.4% | $145,922-81.6% |
| Participation rate | 71.4% | 87.5%-16.1pp | 86.8%-15.4pp | 80.3%-8.8pp |
| Annual return | 18.51% | 29.00%-10.5pp | 28.81%-10.3pp | 561.29%-542.8pp |
| Employer contribution / active EE | $3,821 | $7,022-45.6% | $6,427-40.5% | $4,660-18.0% |
| Participant deferral / active EE | $7,133 | $9,806-27.3% | $9,131-21.9% | $6,688+6.7% |
| Admin fee / account holder | $4,083 | $16,364-75.0% | $13,901-70.6% | $13,397-69.5% |