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 | $28,969 | $148,534-80.5% | $135,903-78.7% | $139,434-79.2% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 24.48% | 79.19%-54.7pp | 68.23%-43.8pp | 372.94%-348.5pp |
| Employer contribution / active EE | $3,255 | $5,243-37.9% | $4,856-33.0% | $4,751-31.5% |
| Participant deferral / active EE | $5,924 | $8,100-26.9% | $7,758-23.6% | $6,710-11.7% |
| Admin fee / account holder | $394 | $12,400-96.8% | $10,762-96.3% | $11,403-96.5% |