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 8-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 | $46,191 | $175,202-73.6% | $149,673-69.1% | $139,434-66.9% |
| Participation rate | 77.3% | 83.4%-6.1pp | 78.8%-1.5pp | 80.3%-3.0pp |
| Annual return | 17.74% | 166.71%-149.0pp | 134.42%-116.7pp | 372.94%-355.2pp |
| Employer contribution / active EE | $2,389 | $5,474-56.4% | $4,818-50.4% | $4,751-49.7% |
| Participant deferral / active EE | $4,611 | $6,519-29.3% | $5,680-18.8% | $6,710-31.3% |
| Admin fee / account holder | $693 | $16,150-95.7% | $13,210-94.8% | $11,403-93.9% |