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 | $27,298 | $214,378-87.3% | $200,582-86.4% | $142,382-80.8% |
| Participation rate | 72.7% | 87.4%-14.7pp | 86.9%-14.2pp | 80.1%-7.4pp |
| Annual return | 23.54% | 46.41%-22.9pp | 42.33%-18.8pp | 217.08%-193.5pp |
| Employer contribution / active EE | $2,919 | $6,841-57.3% | $6,419-54.5% | $4,299-32.1% |
| Participant deferral / active EE | $4,073 | $9,865-58.7% | $9,331-56.3% | $6,507-37.4% |
| Admin fee / account holder | $5,525 | $17,692-68.8% | $16,305-66.1% | $12,624-56.2% |