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 | $56,139 | $127,065-55.8% | $113,168-50.4% | $142,382-60.6% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 14.36% | 24.03%-9.7pp | 24.27%-9.9pp | 217.08%-202.7pp |
| Employer contribution / active EE | $1,765 | $3,442-48.7% | $2,975-40.7% | $4,299-58.9% |
| Participant deferral / active EE | $3,802 | $5,716-33.5% | $5,107-25.5% | $6,507-41.6% |
| Admin fee / account holder | $591 | $15,736-96.2% | $12,068-95.1% | $12,624-95.3% |