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 | $27,846 | $179,726-84.5% | $156,263-82.2% | $142,382-80.4% |
| Participation rate | 78.6% | 82.1%-3.5pp | 78.9%-0.3pp | 80.1%-1.5pp |
| Annual return | 20.61% | 77.86%-57.3pp | 59.47%-38.9pp | 217.08%-196.5pp |
| Employer contribution / active EE | $2,438 | $5,069-51.9% | $4,333-43.7% | $4,299-43.3% |
| Participant deferral / active EE | $4,213 | $6,956-39.4% | $6,158-31.6% | $6,507-35.3% |
| Admin fee / account holder | $505 | $17,272-97.1% | $14,255-96.5% | $12,624-96.0% |