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 | $51,745 | $73,933-30.0% | $96,683-46.5% | $75,163-31.2% |
| Participation rate | 76.0% | 66.4%+9.6pp | 74.3%+1.7pp | 67.2%+8.8pp |
| Annual return | 16.16% | 26.70%-10.5pp | 35.69%-19.5pp | 160.62%-144.5pp |
| Employer contribution / active EE | $1,823 | $2,928-37.7% | $3,737-51.2% | $2,670-31.7% |
| Participant deferral / active EE | $2,410 | $3,659-34.1% | $4,878-50.6% | $4,125-41.6% |
| Admin fee / account holder | $618 | $5,216-88.2% | $6,730-90.8% | $5,651-89.1% |