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 | $58,921 | $214,378-72.5% | $200,582-70.6% | $142,382-58.6% |
| Participation rate | 93.3% | 87.4%+5.9pp | 86.9%+6.4pp | 80.1%+13.2pp |
| Annual return | 17.64% | 46.41%-28.8pp | 42.33%-24.7pp | 217.08%-199.4pp |
| Employer contribution / active EE | $3,394 | $6,841-50.4% | $6,419-47.1% | $4,299-21.1% |
| Participant deferral / active EE | $8,862 | $9,865-10.2% | $9,331-5.0% | $6,507+36.2% |
| Admin fee / account holder | $1,908 | $17,692-89.2% | $16,305-88.3% | $12,624-84.9% |