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 5-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 | $36,004 | $183,519-80.4% | $155,509-76.8% | $145,922-75.3% |
| Participation rate | 95.7% | 82.7%+13.0pp | 78.2%+17.5pp | 80.3%+15.4pp |
| Annual return | 16.86% | 61.17%-44.3pp | 64.67%-47.8pp | 561.29%-544.4pp |
| Employer contribution / active EE | $3,296 | $5,313-38.0% | $4,672-29.5% | $4,660-29.3% |
| Participant deferral / active EE | $7,825 | $6,462+21.1% | $5,626+39.1% | $6,688+17.0% |
| Admin fee / account holder | $7,008 | $19,313-63.7% | $15,912-56.0% | $13,397-47.7% |