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 | $43,753 | $106,584-58.9% | $101,326-56.8% | $142,382-69.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 18.22% | 36.93%-18.7pp | 36.82%-18.6pp | 217.08%-198.9pp |
| Employer contribution / active EE | $3,749 | $3,956-5.2% | $3,665+2.3% | $4,299-12.8% |
| Participant deferral / active EE | $17,344 | $8,297+109.0% | $7,994+117.0% | $6,507+166.5% |
| Admin fee / account holder | $6,168 | $11,446-46.1% | $11,185-44.9% | $12,624-51.1% |