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 | $47,025 | $106,584-55.9% | $101,326-53.6% | $142,382-67.0% |
| Participation rate | 93.3% | 82.7%+10.6pp | 81.5%+11.8pp | 80.1%+13.2pp |
| Annual return | 18.82% | 36.93%-18.1pp | 36.82%-18.0pp | 217.08%-198.3pp |
| Employer contribution / active EE | $4,921 | $3,956+24.4% | $3,665+34.2% | $4,299+14.5% |
| Participant deferral / active EE | $10,045 | $8,297+21.1% | $7,994+25.7% | $6,507+54.4% |
| Admin fee / account holder | $5,394 | $11,446-52.9% | $11,185-51.8% | $12,624-57.3% |