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 | $45,579 | $117,983-61.4% | $101,794-55.2% | $142,382-68.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 18.24% | 36.92%-18.7pp | 30.53%-12.3pp | 217.08%-198.8pp |
| Employer contribution / active EE | $3,045 | $2,773+9.8% | $2,289+33.0% | $4,299-29.2% |
| Participant deferral / active EE | $5,156 | $4,714+9.4% | $4,084+26.2% | $6,507-20.8% |
| Admin fee / account holder | $5,274 | $10,433-49.5% | $8,777-39.9% | $12,624-58.2% |