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 | $19,624 | $148,534-86.8% | $135,903-85.6% | $139,434-85.9% |
| Participation rate | 72.7% | 83.9%-11.1pp | 81.9%-9.2pp | 80.3%-7.6pp |
| Annual return | 21.03% | 79.19%-58.2pp | 68.23%-47.2pp | 372.94%-351.9pp |
| Employer contribution / active EE | $1,469 | $5,243-72.0% | $4,856-69.7% | $4,751-69.1% |
| Participant deferral / active EE | $4,732 | $8,100-41.6% | $7,758-39.0% | $6,710-29.5% |
| Admin fee / account holder | $2,295 | $12,400-81.5% | $10,762-78.7% | $11,403-79.9% |