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 | $39,326 | $89,753-56.2% | $107,525-63.4% | $84,808-53.6% |
| Participation rate | 84.6% | 68.1%+16.6pp | 75.1%+9.5pp | 68.3%+16.3pp |
| Annual return | 18.42% | 29.48%-11.1pp | 181.32%-162.9pp | 40.90%-22.5pp |
| Employer contribution / active EE | $3,008 | $3,113-3.4% | $3,754-19.9% | $2,631+14.3% |
| Participant deferral / active EE | $6,330 | $4,056+56.1% | $5,116+23.7% | $4,212+50.3% |
| Admin fee / account holder | $770 | $7,222-89.3% | $8,919-91.4% | $7,344-89.5% |