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 | $15,040 | $177,572-91.5% | $154,803-90.3% | $142,382-89.4% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 25.57% | 65.07%-39.5pp | 58.88%-33.3pp | 217.08%-191.5pp |
| Employer contribution / active EE | $2,591 | $4,810-46.1% | $4,305-39.8% | $4,299-39.7% |
| Participant deferral / active EE | $2,695 | $6,272-57.0% | $5,540-51.4% | $6,507-58.6% |
| Admin fee / account holder | $1,190 | $16,786-92.9% | $14,329-91.7% | $12,624-90.6% |