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 | $48,564 | $115,882-58.1% | $100,516-51.7% | $158,922-69.4% |
| Participation rate | 87.5% | 81.6%+5.9pp | 79.4%+8.1pp | 82.0%+5.5pp |
| Annual return | 25.76% | 34.79%-9.0pp | 30.89%-5.1pp | 302.83%-277.1pp |
| Employer contribution / active EE | $4,464 | $4,103+8.8% | $3,418+30.6% | $4,761-6.2% |
| Participant deferral / active EE | $10,493 | $6,674+57.2% | $6,270+67.4% | $5,982+75.4% |
| Admin fee / account holder | $1,430 | $10,995-87.0% | $8,081-82.3% | $11,246-87.3% |