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 | $68,137 | $163,101-58.2% | $136,749-50.2% | $142,382-52.1% |
| Participation rate | 73.7% | 78.2%-4.5pp | 72.1%+1.5pp | 80.1%-6.4pp |
| Annual return | 14.73% | 27.54%-12.8pp | 24.33%-9.6pp | 217.08%-202.3pp |
| Employer contribution / active EE | $1,339 | $4,117-67.5% | $3,400-60.6% | $4,299-68.9% |
| Participant deferral / active EE | $3,167 | $5,585-43.3% | $4,692-32.5% | $6,507-51.3% |
| Admin fee / account holder | $1,700 | $14,318-88.1% | $11,386-85.1% | $12,624-86.5% |