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 3-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 | $37,772 | $177,572-78.7% | $154,803-75.6% | $142,382-73.5% |
| Participation rate | 92.9% | 82.1%+10.8pp | 78.1%+14.8pp | 80.1%+12.7pp |
| Annual return | 12.84% | 65.07%-52.2pp | 58.88%-46.0pp | 217.08%-204.2pp |
| Employer contribution / active EE | $2,302 | $4,810-52.1% | $4,305-46.5% | $4,299-46.5% |
| Participant deferral / active EE | $5,664 | $6,272-9.7% | $5,540+2.2% | $6,507-13.0% |
| Admin fee / account holder | $1,642 | $16,786-90.2% | $14,329-88.5% | $12,624-87.0% |