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 | $43,625 | $102,317-57.4% | $146,958-70.3% | $80,856-46.0% |
| Participation rate | 87.2% | 75.8%+11.4pp | 82.2%+5.1pp | 67.6%+19.6pp |
| Annual return | 16.97% | 134.76%-117.8pp | 418.34%-401.4pp | 35.59%-18.6pp |
| Employer contribution / active EE | $4,241 | $3,713+14.2% | $4,933-14.0% | $2,755+53.9% |
| Participant deferral / active EE | $8,008 | $6,644+20.5% | $8,070-0.8% | $4,296+86.4% |
| Admin fee / account holder | $570 | $7,941-92.8% | $12,998-95.6% | $6,918-91.8% |