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 10-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 | $29,287 | $103,376-71.7% | $87,100-66.4% | $152,861-80.8% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.9%-1.9pp | 82.4%-7.4pp |
| Annual return | 14.66% | 28.10%-13.4pp | 28.19%-13.5pp | 345.32%-330.7pp |
| Employer contribution / active EE | $2,019 | $3,220-37.3% | $2,521-19.9% | $4,762-57.6% |
| Participant deferral / active EE | $4,947 | $4,778+3.5% | $4,049+22.2% | $5,850-15.4% |
| Admin fee / account holder | $63,957 | $12,205+424.0% | $7,497+753.1% | $11,596+451.5% |