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 6-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 | $100,369 | $106,584-5.8% | $101,326-0.9% | $142,382-29.5% |
| Participation rate | 86.4% | 82.7%+3.7pp | 81.5%+4.9pp | 80.1%+6.2pp |
| Annual return | 16.90% | 36.93%-20.0pp | 36.82%-19.9pp | 217.08%-200.2pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $7,605 | $8,297-8.3% | $7,994-4.9% | $6,507+16.9% |
| Admin fee / account holder | $8,664 | $11,446-24.3% | $11,185-22.5% | $12,624-31.4% |