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 9-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 | $47,179 | $148,534-68.2% | $135,903-65.3% | $139,434-66.2% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 20.12% | 79.19%-59.1pp | 68.23%-48.1pp | 372.94%-352.8pp |
| Employer contribution / active EE | $2,936 | $5,243-44.0% | $4,856-39.5% | $4,751-38.2% |
| Participant deferral / active EE | $7,199 | $8,100-11.1% | $7,758-7.2% | $6,710+7.3% |
| Admin fee / account holder | $2,399 | $12,400-80.7% | $10,762-77.7% | $11,403-79.0% |