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 4-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 | $45,705 | $106,584-57.1% | $101,326-54.9% | $142,382-67.9% |
| Participation rate | 83.3% | 82.7%+0.6pp | 81.5%+1.8pp | 80.1%+3.2pp |
| Annual return | 26.73% | 36.93%-10.2pp | 36.82%-10.1pp | 217.08%-190.3pp |
| Employer contribution / active EE | $5,285 | $3,956+33.6% | $3,665+44.2% | $4,299+22.9% |
| Participant deferral / active EE | $10,789 | $8,297+30.0% | $7,994+35.0% | $6,507+65.8% |
| Admin fee / account holder | $5,496 | $11,446-52.0% | $11,185-50.9% | $12,624-56.5% |