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 3-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 | $67,745 | $159,602-57.6% | $150,045-54.9% | $142,382-52.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 38.15% | 70.24%-32.1pp | 62.55%-24.4pp | 217.08%-178.9pp |
| Employer contribution / active EE | $6,670 | $4,961+34.5% | $4,693+42.1% | $4,299+55.1% |
| Participant deferral / active EE | $8,885 | $8,310+6.9% | $7,997+11.1% | $6,507+36.5% |
| Admin fee / account holder | $445 | $14,846-97.0% | $13,435-96.7% | $12,624-96.5% |