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 | $80,663 | $95,803-15.8% | $113,168-28.7% | $84,808-4.9% |
| Participation rate | 84.6% | 72.9%+11.8pp | 76.6%+8.1pp | 68.3%+16.3pp |
| Annual return | 25.50% | 25.00%+0.5pp | 24.27%+1.2pp | 40.90%-15.4pp |
| Employer contribution / active EE | $1,814 | $2,360-23.1% | $2,975-39.0% | $2,631-31.0% |
| Participant deferral / active EE | $6,374 | $4,242+50.3% | $5,107+24.8% | $4,212+51.3% |
| Admin fee / account holder | $2,438 | $8,989-72.9% | $12,068-79.8% | $7,344-66.8% |