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 | $22,001 | $127,065-82.7% | $113,168-80.6% | $142,382-84.5% |
| Participation rate | 81.8% | 79.2%+2.6pp | 76.6%+5.3pp | 80.1%+1.7pp |
| Annual return | 17.90% | 24.03%-6.1pp | 24.27%-6.4pp | 217.08%-199.2pp |
| Employer contribution / active EE | $2,151 | $3,442-37.5% | $2,975-27.7% | $4,299-50.0% |
| Participant deferral / active EE | $3,325 | $5,716-41.8% | $5,107-34.9% | $6,507-48.9% |
| Admin fee / account holder | $1,589 | $15,736-89.9% | $12,068-86.8% | $12,624-87.4% |