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 | $33,843 | $99,877-66.1% | $84,966-60.2% | $145,922-76.8% |
| Participation rate | 84.2% | 74.1%+10.1pp | 67.5%+16.7pp | 80.3%+3.9pp |
| Annual return | 18.56% | 83.76%-65.2pp | 66.38%-47.8pp | 561.29%-542.7pp |
| Employer contribution / active EE | $2,301 | $3,231-28.8% | $2,727-15.6% | $4,660-50.6% |
| Participant deferral / active EE | $7,951 | $5,291+50.3% | $4,519+75.9% | $6,688+18.9% |
| Admin fee / account holder | $468 | $7,248-93.5% | $6,149-92.4% | $13,397-96.5% |