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 5-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 | $37,725 | $177,572-78.8% | $154,803-75.6% | $142,382-73.5% |
| Participation rate | 90.9% | 82.1%+8.9pp | 78.1%+12.8pp | 80.1%+10.8pp |
| Annual return | 19.01% | 65.07%-46.1pp | 58.88%-39.9pp | 217.08%-198.1pp |
| Employer contribution / active EE | $1,452 | $4,810-69.8% | $4,305-66.3% | $4,299-66.2% |
| Participant deferral / active EE | $5,796 | $6,272-7.6% | $5,540+4.6% | $6,507-10.9% |
| Admin fee / account holder | $1,937 | $16,786-88.5% | $14,329-86.5% | $12,624-84.7% |