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 | $43,381 | $179,726-75.9% | $156,263-72.2% | $142,382-69.5% |
| Participation rate | 85.7% | 82.1%+3.6pp | 78.9%+6.8pp | 80.1%+5.6pp |
| Annual return | 14.73% | 77.86%-63.1pp | 59.47%-44.7pp | 217.08%-202.4pp |
| Employer contribution / active EE | $2,678 | $5,069-47.2% | $4,333-38.2% | $4,299-37.7% |
| Participant deferral / active EE | $11,245 | $6,956+61.7% | $6,158+82.6% | $6,507+72.8% |
| Admin fee / account holder | $16,280 | $17,272-5.7% | $14,255+14.2% | $12,624+29.0% |