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 6-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 | $43,134 | $179,726-76.0% | $156,263-72.4% | $142,382-69.7% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.9%+4.4pp | 80.1%+3.2pp |
| Annual return | 14.61% | 77.86%-63.2pp | 59.47%-44.9pp | 217.08%-202.5pp |
| Employer contribution / active EE | $1,453 | $5,069-71.3% | $4,333-66.5% | $4,299-66.2% |
| Participant deferral / active EE | $4,453 | $6,956-36.0% | $6,158-27.7% | $6,507-31.6% |
| Admin fee / account holder | $1,184 | $17,272-93.1% | $14,255-91.7% | $12,624-90.6% |