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 | $74,815 | $111,754-33.1% | $103,333-27.6% | $145,922-48.7% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 12.69% | 24.77%-12.1pp | 24.88%-12.2pp | 561.29%-548.6pp |
| Employer contribution / active EE | $5,034 | $4,212+19.5% | $3,868+30.1% | $4,660+8.0% |
| Participant deferral / active EE | $15,879 | $5,619+182.6% | $5,057+214.0% | $6,688+137.4% |
| Admin fee / account holder | $9,341 | $9,750-4.2% | $8,355+11.8% | $13,397-30.3% |