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 6-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 | $59,547 | $133,922-55.5% | $116,228-48.8% | $142,382-58.2% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.6%+16.4pp | 80.1%+10.8pp |
| Annual return | 14.04% | 147.76%-133.7pp | 90.06%-76.0pp | 217.08%-203.0pp |
| Employer contribution / active EE | $1,695 | $3,446-50.8% | $2,994-43.4% | $4,299-60.6% |
| Participant deferral / active EE | $5,701 | $5,672+0.5% | $4,953+15.1% | $6,507-12.4% |
| Admin fee / account holder | $1,714 | $14,945-88.5% | $11,989-85.7% | $12,624-86.4% |