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 7-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 | $79,296 | $138,347-42.7% | $184,203-57.0% | $80,856-1.9% |
| Participation rate | 82.4% | 83.9%-1.5pp | 86.8%-4.5pp | 67.6%+14.7pp |
| Annual return | 42.24% | 20.02%+22.2pp | 28.81%+13.4pp | 35.59%+6.6pp |
| Employer contribution / active EE | $5,051 | $4,850+4.1% | $6,427-21.4% | $2,755+83.3% |
| Participant deferral / active EE | $7,003 | $7,071-1.0% | $9,131-23.3% | $4,296+63.0% |
| Admin fee / account holder | $18,905 | $10,483+80.3% | $13,901+36.0% | $6,918+173.3% |