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 | $57,412 | $60,022-4.3% | $88,946-35.5% | $84,808-32.3% |
| Participation rate | 94.3% | 57.8%+36.4pp | 68.8%+25.4pp | 68.3%+26.0pp |
| Annual return | 19.49% | 22.43%-2.9pp | 57.82%-38.3pp | 40.90%-21.4pp |
| Employer contribution / active EE | $4,941 | $1,703+190.2% | $2,555+93.4% | $2,631+87.8% |
| Participant deferral / active EE | $10,417 | $3,114+234.5% | $4,581+127.4% | $4,212+147.3% |
| Admin fee / account holder | $5,179 | $4,811+7.6% | $8,261-37.3% | $7,344-29.5% |