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 6-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 | $61,575 | $114,381-46.2% | $107,525-42.7% | $142,382-56.8% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 14.61% | 242.71%-228.1pp | 181.32%-166.7pp | 217.08%-202.5pp |
| Employer contribution / active EE | $4,639 | $4,015+15.5% | $3,754+23.6% | $4,299+7.9% |
| Participant deferral / active EE | $3,406 | $5,564-38.8% | $5,116-33.4% | $6,507-47.7% |
| Admin fee / account holder | $3,589 | $9,860-63.6% | $8,919-59.8% | $12,624-71.6% |