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 | $73,578 | $96,635-23.9% | $86,612-15.0% | $139,434-47.2% |
| Participation rate | 85.0% | 74.4%+10.6pp | 71.7%+13.3pp | 80.3%+4.7pp |
| Annual return | 15.34% | 106.41%-91.1pp | 591.07%-575.7pp | 372.94%-357.6pp |
| Employer contribution / active EE | $3,497 | $3,263+7.2% | $3,022+15.7% | $4,751-26.4% |
| Participant deferral / active EE | $8,233 | $4,836+70.3% | $4,438+85.5% | $6,710+22.7% |
| Admin fee / account holder | $17,802 | $6,408+177.8% | $5,614+217.1% | $11,403+56.1% |