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 3-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 | $35,944 | $163,101-78.0% | $136,749-73.7% | $142,382-74.8% |
| Participation rate | 85.7% | 78.2%+7.5pp | 72.1%+13.6pp | 80.1%+5.6pp |
| Annual return | 12.23% | 27.54%-15.3pp | 24.33%-12.1pp | 217.08%-204.8pp |
| Employer contribution / active EE | $2,466 | $4,117-40.1% | $3,400-27.5% | $4,299-42.6% |
| Participant deferral / active EE | $4,469 | $5,585-20.0% | $4,692-4.8% | $6,507-31.3% |
| Admin fee / account holder | $1,115 | $14,318-92.2% | $11,386-90.2% | $12,624-91.2% |