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 4-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 | $74,570 | $78,926-5.5% | $136,749-45.5% | $84,808-12.1% |
| Participation rate | 91.4% | 62.2%+29.3pp | 72.1%+19.3pp | 68.3%+23.1pp |
| Annual return | 14.13% | 18.17%-4.0pp | 24.33%-10.2pp | 40.90%-26.8pp |
| Employer contribution / active EE | $5,161 | $2,134+141.9% | $3,400+51.8% | $2,631+96.2% |
| Participant deferral / active EE | $6,483 | $3,168+104.6% | $4,692+38.2% | $4,212+53.9% |
| Admin fee / account holder | $16,230 | $6,369+154.8% | $11,386+42.5% | $7,344+121.0% |