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 9-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 | $31,423 | $78,672-60.1% | $109,143-71.2% | $85,850-63.4% |
| Participation rate | 85.7% | 68.3%+17.4pp | 75.9%+9.8pp | 69.3%+16.4pp |
| Annual return | 13.81% | 25.09%-11.3pp | 25.75%-11.9pp | 318.53%-304.7pp |
| Employer contribution / active EE | $2,497 | $2,735-8.7% | $3,722-32.9% | $2,565-2.6% |
| Participant deferral / active EE | $3,460 | $3,467-0.2% | $4,653-25.6% | $3,952-12.5% |
| Admin fee / account holder | $1,733 | $5,469-68.3% | $6,752-74.3% | $6,260-72.3% |