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 | $61,392 | $177,572-65.4% | $154,803-60.3% | $142,382-56.9% |
| Participation rate | 86.7% | 82.1%+4.6pp | 78.1%+8.6pp | 80.1%+6.5pp |
| Annual return | 16.45% | 65.07%-48.6pp | 58.88%-42.4pp | 217.08%-200.6pp |
| Employer contribution / active EE | $3,340 | $4,810-30.6% | $4,305-22.4% | $4,299-22.3% |
| Participant deferral / active EE | $4,776 | $6,272-23.9% | $5,540-13.8% | $6,507-26.6% |
| Admin fee / account holder | $1,595 | $16,786-90.5% | $14,329-88.9% | $12,624-87.4% |