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 | $55,649 | $202,432-72.5% | $169,368-67.1% | $139,434-60.1% |
| Participation rate | 71.4% | 81.1%-9.6pp | 77.1%-5.7pp | 80.3%-8.9pp |
| Annual return | 23.69% | 531.74%-508.0pp | 405.60%-381.9pp | 372.94%-349.3pp |
| Employer contribution / active EE | $2,184 | $4,692-53.5% | $4,013-45.6% | $4,751-54.0% |
| Participant deferral / active EE | $2,333 | $6,938-66.4% | $6,221-62.5% | $6,710-65.2% |
| Admin fee / account holder | $1,628 | $10,708-84.8% | $9,003-81.9% | $11,403-85.7% |