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 | $36,741 | $93,571-60.7% | $135,903-73.0% | $75,163-51.1% |
| Participation rate | 93.3% | 75.2%+18.2pp | 81.9%+11.4pp | 67.2%+26.1pp |
| Annual return | 22.42% | 30.90%-8.5pp | 68.23%-45.8pp | 160.62%-138.2pp |
| Employer contribution / active EE | $3,755 | $3,537+6.2% | $4,856-22.7% | $2,670+40.6% |
| Participant deferral / active EE | $6,627 | $6,404+3.5% | $7,758-14.6% | $4,125+60.7% |
| Admin fee / account holder | $1,723 | $6,975-75.3% | $10,762-84.0% | $5,651-69.5% |