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 7-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 | $73,137 | $77,503-5.6% | $100,391-27.1% | $80,856-9.5% |
| Participation rate | 71.1% | 76.9%-5.8pp | 81.5%-10.4pp | 67.6%+3.5pp |
| Annual return | 19.64% | 37.20%-17.6pp | 49.20%-29.6pp | 35.59%-16.0pp |
| Employer contribution / active EE | $4,653 | $2,801+66.1% | $3,942+18.0% | $2,755+68.9% |
| Participant deferral / active EE | $11,588 | $6,820+69.9% | $8,082+43.4% | $4,296+169.8% |
| Admin fee / account holder | $8,875 | $5,897+50.5% | $7,899+12.3% | $6,918+28.3% |