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 3-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 | $45,673 | $159,602-71.4% | $150,045-69.6% | $142,382-67.9% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 17.55% | 70.24%-52.7pp | 62.55%-45.0pp | 217.08%-199.5pp |
| Employer contribution / active EE | $3,371 | $4,961-32.0% | $4,693-28.2% | $4,299-21.6% |
| Participant deferral / active EE | $6,889 | $8,310-17.1% | $7,997-13.9% | $6,507+5.9% |
| Admin fee / account holder | $12,037 | $14,846-18.9% | $13,435-10.4% | $12,624-4.7% |