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 | $93,018 | $159,602-41.7% | $150,045-38.0% | $142,382-34.7% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 18.95% | 70.24%-51.3pp | 62.55%-43.6pp | 217.08%-198.1pp |
| Employer contribution / active EE | $5,432 | $4,961+9.5% | $4,693+15.7% | $4,299+26.3% |
| Participant deferral / active EE | $9,508 | $8,310+14.4% | $7,997+18.9% | $6,507+46.1% |
| Admin fee / account holder | $1,759 | $14,846-88.2% | $13,435-86.9% | $12,624-86.1% |