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 8-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 | $54,010 | $107,452-49.7% | $91,541-41.0% | $142,382-62.1% |
| Participation rate | 85.7% | 75.1%+10.6pp | 69.8%+15.9pp | 80.1%+5.6pp |
| Annual return | 12.80% | 22.06%-9.3pp | 20.50%-7.7pp | 217.08%-204.3pp |
| Employer contribution / active EE | $4,253 | $2,994+42.0% | $2,505+69.8% | $4,299-1.1% |
| Participant deferral / active EE | $7,092 | $4,754+49.2% | $4,008+77.0% | $6,507+9.0% |
| Admin fee / account holder | $1,678 | $8,834-81.0% | $6,956-75.9% | $12,624-86.7% |