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 | $88,921 | $172,478-48.4% | $145,661-39.0% | $142,382-37.5% |
| Participation rate | 76.5% | 80.1%-3.6pp | 77.2%-0.7pp | 80.1%-3.6pp |
| Annual return | 26.22% | 151.09%-124.9pp | 101.46%-75.2pp | 217.08%-190.9pp |
| Employer contribution / active EE | $5,468 | $4,899+11.6% | $4,238+29.0% | $4,299+27.2% |
| Participant deferral / active EE | $11,480 | $8,348+37.5% | $7,198+59.5% | $6,507+76.4% |
| Admin fee / account holder | $3,571 | $16,864-78.8% | $12,466-71.4% | $12,624-71.7% |