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 7-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 | $44,564 | $175,202-74.6% | $149,673-70.2% | $139,434-68.0% |
| Participation rate | 94.4% | 83.4%+11.1pp | 78.8%+15.7pp | 80.3%+14.1pp |
| Annual return | 19.21% | 166.71%-147.5pp | 134.42%-115.2pp | 372.94%-353.7pp |
| Employer contribution / active EE | $4,362 | $5,474-20.3% | $4,818-9.5% | $4,751-8.2% |
| Participant deferral / active EE | $4,531 | $6,519-30.5% | $5,680-20.2% | $6,710-32.5% |
| Admin fee / account holder | $1,900 | $16,150-88.2% | $13,210-85.6% | $11,403-83.3% |