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 | $49,003 | $214,378-77.1% | $200,582-75.6% | $142,382-65.6% |
| Participation rate | 94.4% | 87.4%+7.0pp | 86.9%+7.6pp | 80.1%+14.3pp |
| Annual return | 16.17% | 46.41%-30.2pp | 42.33%-26.2pp | 217.08%-200.9pp |
| Employer contribution / active EE | $2,819 | $6,841-58.8% | $6,419-56.1% | $4,299-34.4% |
| Participant deferral / active EE | $5,706 | $9,865-42.2% | $9,331-38.9% | $6,507-12.3% |
| Admin fee / account holder | $688 | $17,692-96.1% | $16,305-95.8% | $12,624-94.6% |