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 | $45,171 | $183,519-75.4% | $155,509-71.0% | $145,922-69.0% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 17.40% | 61.17%-43.8pp | 64.67%-47.3pp | 561.29%-543.9pp |
| Employer contribution / active EE | $2,451 | $5,313-53.9% | $4,672-47.5% | $4,660-47.4% |
| Participant deferral / active EE | $8,395 | $6,462+29.9% | $5,626+49.2% | $6,688+25.5% |
| Admin fee / account holder | $1,163 | $19,313-94.0% | $15,912-92.7% | $13,397-91.3% |