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 9-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 | $51,891 | $90,503-42.7% | $78,689-34.1% | $273,961-81.1% |
| Participation rate | 89.5% | 76.5%+13.0pp | 73.6%+15.9pp | 83.0%+6.5pp |
| Annual return | 7.39% | 75.60%-68.2pp | 62.18%-54.8pp | 41.45%-34.1pp |
| Employer contribution / active EE | $1,555 | $3,176-51.0% | $2,851-45.4% | $4,869-68.1% |
| Participant deferral / active EE | $7,274 | $3,901+86.5% | $3,517+106.8% | $5,287+37.6% |
| Admin fee / account holder | $3,777 | $5,263-28.2% | $4,510-16.3% | $10,132-62.7% |