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 7-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 | $69,579 | $183,519-62.1% | $155,509-55.3% | $145,922-52.3% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 10.29% | 61.17%-50.9pp | 64.67%-54.4pp | 561.29%-551.0pp |
| Employer contribution / active EE | $1,622 | $5,313-69.5% | $4,672-65.3% | $4,660-65.2% |
| Participant deferral / active EE | $5,750 | $6,462-11.0% | $5,626+2.2% | $6,688-14.0% |
| Admin fee / account holder | $1,337 | $19,313-93.1% | $15,912-91.6% | $13,397-90.0% |