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 8-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 | $42,537 | $110,261-61.4% | $95,745-55.6% | $139,434-69.5% |
| Participation rate | 87.5% | 75.8%+11.7pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 27.52% | 27.11%+0.4pp | 28.35%-0.8pp | 372.94%-345.4pp |
| Employer contribution / active EE | $2,138 | $3,257-34.4% | $2,835-24.6% | $4,751-55.0% |
| Participant deferral / active EE | $4,975 | $4,676+6.4% | $4,245+17.2% | $6,710-25.9% |
| Admin fee / account holder | $881 | $6,613-86.7% | $5,678-84.5% | $11,403-92.3% |