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 | $30,563 | $159,602-80.9% | $150,045-79.6% | $142,382-78.5% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 14.12% | 70.24%-56.1pp | 62.55%-48.4pp | 217.08%-203.0pp |
| Employer contribution / active EE | $4,093 | $4,961-17.5% | $4,693-12.8% | $4,299-4.8% |
| Participant deferral / active EE | $7,034 | $8,310-15.4% | $7,997-12.0% | $6,507+8.1% |
| Admin fee / account holder | $1,258 | $14,846-91.5% | $13,435-90.6% | $12,624-90.0% |