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 6-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 | $44,657 | $210,408-78.8% | $153,485-70.9% | $145,922-69.4% |
| Participation rate | 86.7% | 82.1%+4.5pp | 77.1%+9.6pp | 80.3%+6.4pp |
| Annual return | 26.57% | 13.37%+13.2pp | 15.65%+10.9pp | 561.29%-534.7pp |
| Employer contribution / active EE | $6,974 | $6,048+15.3% | $5,039+38.4% | $4,660+49.7% |
| Participant deferral / active EE | $7,132 | $7,975-10.6% | $6,757+5.5% | $6,688+6.6% |
| Admin fee / account holder | $5,874 | $19,419-69.8% | $12,724-53.8% | $13,397-56.2% |