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 | $53,629 | $228,332-76.5% | $185,823-71.1% | $158,922-66.3% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.0%-3.0pp | 82.0%-7.0pp |
| Annual return | 34.70% | 40.80%-6.1pp | 35.95%-1.3pp | 302.83%-268.1pp |
| Employer contribution / active EE | $740 | $4,967-85.1% | $4,087-81.9% | $4,761-84.5% |
| Participant deferral / active EE | $1,272 | $6,415-80.2% | $5,632-77.4% | $5,982-78.7% |
| Admin fee / account holder | $9,583 | $11,864-19.2% | $9,500+0.9% | $11,246-14.8% |