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 4-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 | $43,914 | $106,515-58.8% | $96,683-54.6% | $139,434-68.5% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 17.42% | 38.43%-21.0pp | 35.69%-18.3pp | 372.94%-355.5pp |
| Employer contribution / active EE | $1,975 | $4,103-51.9% | $3,737-47.1% | $4,751-58.4% |
| Participant deferral / active EE | $5,280 | $5,454-3.2% | $4,878+8.2% | $6,710-21.3% |
| Admin fee / account holder | $1,593 | $7,877-79.8% | $6,730-76.3% | $11,403-86.0% |