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 6-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 | $178,496 | $127,065+40.5% | $113,168+57.7% | $142,382+25.4% |
| Participation rate | 85.7% | 79.2%+6.5pp | 76.6%+9.1pp | 80.1%+5.6pp |
| Annual return | 13.52% | 24.03%-10.5pp | 24.27%-10.7pp | 217.08%-203.6pp |
| Employer contribution / active EE | $1,386 | $3,442-59.7% | $2,975-53.4% | $4,299-67.8% |
| Participant deferral / active EE | $4,535 | $5,716-20.7% | $5,107-11.2% | $6,507-30.3% |
| Admin fee / account holder | $3,403 | $15,736-78.4% | $12,068-71.8% | $12,624-73.0% |