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 10-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 | $52,866 | $148,534-64.4% | $135,903-61.1% | $139,434-62.1% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 16.15% | 79.19%-63.0pp | 68.23%-52.1pp | 372.94%-356.8pp |
| Employer contribution / active EE | $5,487 | $5,243+4.7% | $4,856+13.0% | $4,751+15.5% |
| Participant deferral / active EE | $5,066 | $8,100-37.5% | $7,758-34.7% | $6,710-24.5% |
| Admin fee / account holder | $323 | $12,400-97.4% | $10,762-97.0% | $11,403-97.2% |