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 10-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 | $59,623 | $135,952-56.1% | $123,892-51.9% | $273,961-78.2% |
| Participation rate | 84.6% | 84.1%+0.6pp | 81.4%+3.2pp | 83.0%+1.6pp |
| Annual return | 5.72% | 56.63%-50.9pp | 47.52%-41.8pp | 41.45%-35.7pp |
| Employer contribution / active EE | $3,207 | $5,170-38.0% | $4,617-30.5% | $4,869-34.1% |
| Participant deferral / active EE | $5,000 | $6,343-21.2% | $5,984-16.4% | $5,287-5.4% |
| Admin fee / account holder | $4,573 | $9,817-53.4% | $8,357-45.3% | $10,132-54.9% |