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 | $43,815 | $127,065-65.5% | $113,168-61.3% | $142,382-69.2% |
| Participation rate | 76.9% | 79.2%-2.3pp | 76.6%+0.4pp | 80.1%-3.2pp |
| Annual return | 16.42% | 24.03%-7.6pp | 24.27%-7.9pp | 217.08%-200.7pp |
| Employer contribution / active EE | $2,076 | $3,442-39.7% | $2,975-30.2% | $4,299-51.7% |
| Participant deferral / active EE | $4,533 | $5,716-20.7% | $5,107-11.2% | $6,507-30.3% |
| Admin fee / account holder | $5,639 | $15,736-64.2% | $12,068-53.3% | $12,624-55.3% |