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 6-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 | $68,770 | $106,515-35.4% | $96,683-28.9% | $139,434-50.7% |
| Participation rate | 88.9% | 77.8%+11.0pp | 74.3%+14.5pp | 80.3%+8.6pp |
| Annual return | 15.02% | 38.43%-23.4pp | 35.69%-20.7pp | 372.94%-357.9pp |
| Employer contribution / active EE | $4,033 | $4,103-1.7% | $3,737+7.9% | $4,751-15.1% |
| Participant deferral / active EE | $5,208 | $5,454-4.5% | $4,878+6.8% | $6,710-22.4% |
| Admin fee / account holder | $8,762 | $7,877+11.2% | $6,730+30.2% | $11,403-23.2% |