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 3-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 | $34,688 | $106,584-67.5% | $101,326-65.8% | $142,382-75.6% |
| Participation rate | 86.4% | 82.7%+3.7pp | 81.5%+4.9pp | 80.1%+6.2pp |
| Annual return | 42.51% | 36.93%+5.6pp | 36.82%+5.7pp | 217.08%-174.6pp |
| Employer contribution / active EE | $4,017 | $3,956+1.5% | $3,665+9.6% | $4,299-6.6% |
| Participant deferral / active EE | $6,112 | $8,297-26.3% | $7,994-23.5% | $6,507-6.1% |
| Admin fee / account holder | $580 | $11,446-94.9% | $11,185-94.8% | $12,624-95.4% |