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 | $47,599 | $102,317-53.5% | $146,958-67.6% | $80,856-41.1% |
| Participation rate | 73.5% | 75.8%-2.3pp | 82.2%-8.6pp | 67.6%+5.9pp |
| Annual return | 18.90% | 134.76%-115.9pp | 418.34%-399.4pp | 35.59%-16.7pp |
| Employer contribution / active EE | $4,192 | $3,713+12.9% | $4,933-15.0% | $2,755+52.2% |
| Participant deferral / active EE | $9,029 | $6,644+35.9% | $8,070+11.9% | $4,296+110.2% |
| Admin fee / account holder | $5,457 | $7,941-31.3% | $12,998-58.0% | $6,918-21.1% |