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 | $30,078 | $109,881-72.6% | $150,045-80.0% | $84,808-64.5% |
| Participation rate | 96.8% | 76.1%+20.7pp | 82.3%+14.5pp | 68.3%+28.5pp |
| Annual return | 28.67% | 28.25%+0.4pp | 62.55%-33.9pp | 40.90%-12.2pp |
| Employer contribution / active EE | $3,359 | $3,561-5.7% | $4,693-28.4% | $2,631+27.7% |
| Participant deferral / active EE | $5,762 | $6,636-13.2% | $7,997-27.9% | $4,212+36.8% |
| Admin fee / account holder | $1,564 | $8,568-81.7% | $13,435-88.4% | $7,344-78.7% |