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 | $54,070 | $148,534-63.6% | $135,903-60.2% | $139,434-61.2% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 24.88% | 79.19%-54.3pp | 68.23%-43.4pp | 372.94%-348.1pp |
| Employer contribution / active EE | $3,474 | $5,243-33.7% | $4,856-28.5% | $4,751-26.9% |
| Participant deferral / active EE | $8,117 | $8,100+0.2% | $7,758+4.6% | $6,710+21.0% |
| Admin fee / account holder | $1,223 | $12,400-90.1% | $10,762-88.6% | $11,403-89.3% |