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 | $31,766 | $114,381-72.2% | $107,525-70.5% | $142,382-77.7% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 21.87% | 242.71%-220.8pp | 181.32%-159.4pp | 217.08%-195.2pp |
| Employer contribution / active EE | $2,763 | $4,015-31.2% | $3,754-26.4% | $4,299-35.7% |
| Participant deferral / active EE | $6,021 | $5,564+8.2% | $5,116+17.7% | $6,507-7.5% |
| Admin fee / account holder | $1,861 | $9,860-81.1% | $8,919-79.1% | $12,624-85.3% |