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 | $85,382 | $214,378-60.2% | $200,582-57.4% | $142,382-40.0% |
| Participation rate | 94.1% | 87.4%+6.7pp | 86.9%+7.2pp | 80.1%+14.0pp |
| Annual return | 19.99% | 46.41%-26.4pp | 42.33%-22.3pp | 217.08%-197.1pp |
| Employer contribution / active EE | $3,686 | $6,841-46.1% | $6,419-42.6% | $4,299-14.3% |
| Participant deferral / active EE | $7,537 | $9,865-23.6% | $9,331-19.2% | $6,507+15.8% |
| Admin fee / account holder | $7,455 | $17,692-57.9% | $16,305-54.3% | $12,624-40.9% |