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 | $54,243 | $127,065-57.3% | $113,168-52.1% | $142,382-61.9% |
| Participation rate | 71.4% | 79.2%-7.8pp | 76.6%-5.1pp | 80.1%-8.7pp |
| Annual return | 17.77% | 24.03%-6.3pp | 24.27%-6.5pp | 217.08%-199.3pp |
| Employer contribution / active EE | $3,636 | $3,442+5.6% | $2,975+22.2% | $4,299-15.4% |
| Participant deferral / active EE | $9,406 | $5,716+64.5% | $5,107+84.2% | $6,507+44.5% |
| Admin fee / account holder | $934 | $15,736-94.1% | $12,068-92.3% | $12,624-92.6% |