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 | $63,183 | $95,266-33.7% | $82,389-23.3% | $142,382-55.6% |
| Participation rate | 76.2% | 74.5%+1.7pp | 69.5%+6.6pp | 80.1%-3.9pp |
| Annual return | 17.39% | 25.74%-8.3pp | 28.67%-11.3pp | 217.08%-199.7pp |
| Employer contribution / active EE | $2,971 | $2,991-0.7% | $2,517+18.0% | $4,299-30.9% |
| Participant deferral / active EE | $6,489 | $4,809+34.9% | $4,155+56.2% | $6,507-0.3% |
| Admin fee / account holder | $3,255 | $8,563-62.0% | $7,231-55.0% | $12,624-74.2% |