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 8-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 | $62,094 | $112,881-45.0% | $90,951-31.7% | $158,922-60.9% |
| Participation rate | 80.0% | 74.7%+5.3pp | 69.0%+11.0pp | 82.0%-2.0pp |
| Annual return | 16.07% | 215.79%-199.7pp | 134.60%-118.5pp | 302.83%-286.8pp |
| Employer contribution / active EE | $2,896 | $2,893+0.1% | $2,122+36.5% | $4,761-39.2% |
| Participant deferral / active EE | $6,021 | $4,128+45.9% | $3,373+78.5% | $5,982+0.7% |
| Admin fee / account holder | $2,900 | $8,041-63.9% | $5,959-51.3% | $11,246-74.2% |