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 | $26,797 | $108,919-75.4% | $100,391-73.3% | $145,922-81.6% |
| Participation rate | 87.5% | 82.9%+4.6pp | 81.5%+6.0pp | 80.3%+7.2pp |
| Annual return | 22.42% | 57.88%-35.5pp | 49.20%-26.8pp | 561.29%-538.9pp |
| Employer contribution / active EE | $4,592 | $4,419+3.9% | $3,942+16.5% | $4,660-1.5% |
| Participant deferral / active EE | $7,644 | $8,445-9.5% | $8,082-5.4% | $6,688+14.3% |
| Admin fee / account holder | $11,342 | $9,689+17.1% | $7,899+43.6% | $13,397-15.3% |