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 | $65,102 | $106,584-38.9% | $101,326-35.8% | $142,382-54.3% |
| Participation rate | 87.5% | 82.7%+4.8pp | 81.5%+6.0pp | 80.1%+7.4pp |
| Annual return | 15.88% | 36.93%-21.1pp | 36.82%-20.9pp | 217.08%-201.2pp |
| Employer contribution / active EE | $1,568 | $3,956-60.4% | $3,665-57.2% | $4,299-63.5% |
| Participant deferral / active EE | $8,295 | $8,2970% | $7,994+3.8% | $6,507+27.5% |
| Admin fee / account holder | $418 | $11,446-96.4% | $11,185-96.3% | $12,624-96.7% |