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 6-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 | $68,643 | $175,202-60.8% | $149,673-54.1% | $139,434-50.8% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 14.31% | 166.71%-152.4pp | 134.42%-120.1pp | 372.94%-358.6pp |
| Employer contribution / active EE | $1,630 | $5,474-70.2% | $4,818-66.2% | $4,751-65.7% |
| Participant deferral / active EE | $6,658 | $6,519+2.1% | $5,680+17.2% | $6,710-0.8% |
| Admin fee / account holder | $659 | $16,150-95.9% | $13,210-95.0% | $11,403-94.2% |