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 | $59,406 | $159,602-62.8% | $150,045-60.4% | $142,382-58.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.00% | 70.24%-56.2pp | 62.55%-48.5pp | 217.08%-203.1pp |
| Employer contribution / active EE | $2,840 | $4,961-42.8% | $4,693-39.5% | $4,299-34.0% |
| Participant deferral / active EE | $5,785 | $8,310-30.4% | $7,997-27.7% | $6,507-11.1% |
| Admin fee / account holder | $1,503 | $14,846-89.9% | $13,435-88.8% | $12,624-88.1% |