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 | $60,612 | $117,983-48.6% | $101,794-40.5% | $142,382-57.4% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.2%+19.7pp | 80.1%+8.8pp |
| Annual return | 20.44% | 36.92%-16.5pp | 30.53%-10.1pp | 217.08%-196.6pp |
| Employer contribution / active EE | $2,835 | $2,773+2.3% | $2,289+23.9% | $4,299-34.1% |
| Participant deferral / active EE | $12,384 | $4,714+162.7% | $4,084+203.2% | $6,507+90.3% |
| Admin fee / account holder | $9,285 | $10,433-11.0% | $8,777+5.8% | $12,624-26.4% |