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 | $45,515 | $100,773-54.8% | $88,946-48.8% | $142,382-68.0% |
| Participation rate | 82.4% | 74.3%+8.1pp | 68.8%+13.5pp | 80.1%+2.2pp |
| Annual return | 16.12% | 70.18%-54.1pp | 57.82%-41.7pp | 217.08%-201.0pp |
| Employer contribution / active EE | $5,762 | $2,918+97.5% | $2,555+125.5% | $4,299+34.0% |
| Participant deferral / active EE | $8,100 | $5,230+54.9% | $4,581+76.8% | $6,507+24.5% |
| Admin fee / account holder | $5,107 | $9,693-47.3% | $8,261-38.2% | $12,624-59.5% |