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 | $67,255 | $80,673-16.6% | $101,326-33.6% | $84,808-20.7% |
| Participation rate | 83.6% | 77.8%+5.8pp | 81.5%+2.1pp | 68.3%+15.3pp |
| Annual return | 17.18% | 38.95%-21.8pp | 36.82%-19.6pp | 40.90%-23.7pp |
| Employer contribution / active EE | $4,129 | $2,698+53.1% | $3,665+12.7% | $2,631+57.0% |
| Participant deferral / active EE | $6,567 | $6,840-4.0% | $7,994-17.9% | $4,212+55.9% |
| Admin fee / account holder | $13,527 | $12,784+5.8% | $11,185+20.9% | $7,344+84.2% |