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 | $51,513 | $177,572-71.0% | $154,803-66.7% | $142,382-63.8% |
| Participation rate | 81.8% | 82.1%-0.2pp | 78.1%+3.7pp | 80.1%+1.7pp |
| Annual return | 22.29% | 65.07%-42.8pp | 58.88%-36.6pp | 217.08%-194.8pp |
| Employer contribution / active EE | $1,266 | $4,810-73.7% | $4,305-70.6% | $4,299-70.5% |
| Participant deferral / active EE | $6,855 | $6,272+9.3% | $5,540+23.7% | $6,507+5.3% |
| Admin fee / account holder | $4,585 | $16,786-72.7% | $14,329-68.0% | $12,624-63.7% |