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 4-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 | $43,957 | $183,519-76.0% | $155,509-71.7% | $145,922-69.9% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 10.51% | 61.17%-50.7pp | 64.67%-54.2pp | 561.29%-550.8pp |
| Employer contribution / active EE | $2,122 | $5,313-60.1% | $4,672-54.6% | $4,660-54.5% |
| Participant deferral / active EE | $7,048 | $6,462+9.1% | $5,626+25.3% | $6,688+5.4% |
| Admin fee / account holder | $21,371 | $19,313+10.7% | $15,912+34.3% | $13,397+59.5% |