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 5-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 | $48,255 | $80,673-40.2% | $101,326-52.4% | $84,808-43.1% |
| Participation rate | 87.3% | 77.8%+9.5pp | 81.5%+5.8pp | 68.3%+19.0pp |
| Annual return | 19.68% | 38.95%-19.3pp | 36.82%-17.1pp | 40.90%-21.2pp |
| Employer contribution / active EE | $6,923 | $2,698+156.6% | $3,665+88.9% | $2,631+163.1% |
| Participant deferral / active EE | $15,452 | $6,840+125.9% | $7,994+93.3% | $4,212+266.9% |
| Admin fee / account holder | $13,800 | $12,784+7.9% | $11,185+23.4% | $7,344+87.9% |