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 | $104,380 | $179,726-41.9% | $156,263-33.2% | $142,382-26.7% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.9%+10.0pp | 80.1%+8.8pp |
| Annual return | 15.57% | 77.86%-62.3pp | 59.47%-43.9pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,213 | $5,069-76.1% | $4,333-72.0% | $4,299-71.8% |
| Participant deferral / active EE | $2,775 | $6,956-60.1% | $6,158-54.9% | $6,507-57.4% |
| Admin fee / account holder | $1,513 | $17,272-91.2% | $14,255-89.4% | $12,624-88.0% |