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 5-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 | $43,022 | $117,983-63.5% | $101,794-57.7% | $142,382-69.8% |
| Participation rate | 93.8% | 74.2%+19.5pp | 69.2%+24.6pp | 80.1%+13.6pp |
| Annual return | 17.84% | 36.92%-19.1pp | 30.53%-12.7pp | 217.08%-199.2pp |
| Employer contribution / active EE | $2,804 | $2,773+1.1% | $2,289+22.5% | $4,299-34.8% |
| Participant deferral / active EE | $4,841 | $4,714+2.7% | $4,084+18.5% | $6,507-25.6% |
| Admin fee / account holder | $1,501 | $10,433-85.6% | $8,777-82.9% | $12,624-88.1% |