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 | $46,191 | $159,602-71.1% | $150,045-69.2% | $142,382-67.6% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 32.84% | 70.24%-37.4pp | 62.55%-29.7pp | 217.08%-184.2pp |
| Employer contribution / active EE | $4,043 | $4,961-18.5% | $4,693-13.8% | $4,299-6.0% |
| Participant deferral / active EE | $6,440 | $8,310-22.5% | $7,997-19.5% | $6,507-1.0% |
| Admin fee / account holder | $2,945 | $14,846-80.2% | $13,435-78.1% | $12,624-76.7% |