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 | $43,423 | $106,515-59.2% | $96,683-55.1% | $139,434-68.9% |
| Participation rate | 90.0% | 77.8%+12.2pp | 74.3%+15.7pp | 80.3%+9.7pp |
| Annual return | 16.00% | 38.43%-22.4pp | 35.69%-19.7pp | 372.94%-356.9pp |
| Employer contribution / active EE | $3,700 | $4,103-9.8% | $3,737-1.0% | $4,751-22.1% |
| Participant deferral / active EE | $12,248 | $5,454+124.6% | $4,878+151.1% | $6,710+82.5% |
| Admin fee / account holder | $4,333 | $7,877-45.0% | $6,730-35.6% | $11,403-62.0% |