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 4-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 | $59,926 | $183,519-67.3% | $155,509-61.5% | $145,922-58.9% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 12.17% | 61.17%-49.0pp | 64.67%-52.5pp | 561.29%-549.1pp |
| Employer contribution / active EE | $2,534 | $5,313-52.3% | $4,672-45.8% | $4,660-45.6% |
| Participant deferral / active EE | $3,604 | $6,462-44.2% | $5,626-35.9% | $6,688-46.1% |
| Admin fee / account holder | $747 | $19,313-96.1% | $15,912-95.3% | $13,397-94.4% |