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 | $62,103 | $106,890-41.9% | $84,015-26.1% | $152,861-59.4% |
| Participation rate | 83.3% | 75.2%+8.1pp | 69.0%+14.3pp | 82.4%+0.9pp |
| Annual return | 21.19% | 104.99%-83.8pp | 71.31%-50.1pp | 345.32%-324.1pp |
| Employer contribution / active EE | $1,034 | $2,734-62.2% | $1,983-47.9% | $4,762-78.3% |
| Participant deferral / active EE | $9,359 | $4,011+133.3% | $3,239+189.0% | $5,850+60.0% |
| Admin fee / account holder | $828 | $8,285-90.0% | $6,101-86.4% | $11,596-92.9% |