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 | $50,580 | $100,773-49.8% | $88,946-43.1% | $142,382-64.5% |
| Participation rate | 84.6% | 74.3%+10.3pp | 68.8%+15.8pp | 80.1%+4.5pp |
| Annual return | 18.63% | 70.18%-51.5pp | 57.82%-39.2pp | 217.08%-198.4pp |
| Employer contribution / active EE | $2,012 | $2,918-31.1% | $2,555-21.3% | $4,299-53.2% |
| Participant deferral / active EE | $5,721 | $5,230+9.4% | $4,581+24.9% | $6,507-12.1% |
| Admin fee / account holder | $1,813 | $9,693-81.3% | $8,261-78.1% | $12,624-85.6% |