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 | $41,189 | $177,572-76.8% | $154,803-73.4% | $142,382-71.1% |
| Participation rate | 90.9% | 82.1%+8.9pp | 78.1%+12.8pp | 80.1%+10.8pp |
| Annual return | 22.24% | 65.07%-42.8pp | 58.88%-36.6pp | 217.08%-194.8pp |
| Employer contribution / active EE | $4,511 | $4,810-6.2% | $4,305+4.8% | $4,299+4.9% |
| Participant deferral / active EE | $9,503 | $6,272+51.5% | $5,540+71.5% | $6,507+46.0% |
| Admin fee / account holder | $2,641 | $16,786-84.3% | $14,329-81.6% | $12,624-79.1% |