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 | $93,402 | $159,602-41.5% | $150,045-37.8% | $142,382-34.4% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 15.21% | 70.24%-55.0pp | 62.55%-47.3pp | 217.08%-201.9pp |
| Employer contribution / active EE | $5,097 | $4,961+2.7% | $4,693+8.6% | $4,299+18.5% |
| Participant deferral / active EE | $9,004 | $8,310+8.4% | $7,997+12.6% | $6,507+38.4% |
| Admin fee / account holder | $24,766 | $14,846+66.8% | $13,435+84.3% | $12,624+96.2% |