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 5-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 | $67,653 | $177,572-61.9% | $154,803-56.3% | $142,382-52.5% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 29.46% | 65.07%-35.6pp | 58.88%-29.4pp | 217.08%-187.6pp |
| Employer contribution / active EE | $3,033 | $4,810-37.0% | $4,305-29.6% | $4,299-29.5% |
| Participant deferral / active EE | $6,388 | $6,272+1.9% | $5,540+15.3% | $6,507-1.8% |
| Admin fee / account holder | $1,124 | $16,786-93.3% | $14,329-92.2% | $12,624-91.1% |