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 | $37,661 | $93,571-59.8% | $135,903-72.3% | $75,163-49.9% |
| Participation rate | 82.4% | 75.2%+7.2pp | 81.9%+0.4pp | 67.2%+15.2pp |
| Annual return | 23.65% | 30.90%-7.3pp | 68.23%-44.6pp | 160.62%-137.0pp |
| Employer contribution / active EE | $4,291 | $3,537+21.3% | $4,856-11.6% | $2,670+60.7% |
| Participant deferral / active EE | $7,646 | $6,404+19.4% | $7,758-1.4% | $4,125+85.4% |
| Admin fee / account holder | $1,684 | $6,975-75.9% | $10,762-84.3% | $5,651-70.2% |