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 | $65,464 | $106,584-38.6% | $101,326-35.4% | $142,382-54.0% |
| Participation rate | 85.7% | 82.7%+3.0pp | 81.5%+4.2pp | 80.1%+5.6pp |
| Annual return | 19.29% | 36.93%-17.6pp | 36.82%-17.5pp | 217.08%-197.8pp |
| Employer contribution / active EE | $3,912 | $3,956-1.1% | $3,665+6.7% | $4,299-9.0% |
| Participant deferral / active EE | $8,593 | $8,297+3.6% | $7,994+7.5% | $6,507+32.1% |
| Admin fee / account holder | $3,458 | $11,446-69.8% | $11,185-69.1% | $12,624-72.6% |