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 | $211,255 | $106,584+98.2% | $101,326+108.5% | $142,382+48.4% |
| Participation rate | 87.5% | 82.7%+4.8pp | 81.5%+6.0pp | 80.1%+7.4pp |
| Annual return | 17.07% | 36.93%-19.9pp | 36.82%-19.7pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,565 | $3,956-60.5% | $3,665-57.3% | $4,299-63.6% |
| Participant deferral / active EE | $8,485 | $8,297+2.3% | $7,994+6.1% | $6,507+30.4% |
| Admin fee / account holder | $74,304 | $11,446+549.2% | $11,185+564.3% | $12,624+488.6% |