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 3-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 | $71,519 | $74,888-4.5% | $71,209+0.4% | $142,382-49.8% |
| Participation rate | 81.3% | 76.2%+5.0pp | 73.8%+7.5pp | 80.1%+1.1pp |
| Annual return | 16.28% | 345.14%-328.9pp | 282.51%-266.2pp | 217.08%-200.8pp |
| Employer contribution / active EE | $2,012 | $2,854-29.5% | $2,721-26.1% | $4,299-53.2% |
| Participant deferral / active EE | $8,263 | $4,454+85.5% | $4,175+97.9% | $6,507+27.0% |
| Admin fee / account holder | $1,253 | $5,568-77.5% | $5,349-76.6% | $12,624-90.1% |