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 5-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 | $37,465 | $102,317-63.4% | $146,958-74.5% | $80,856-53.7% |
| Participation rate | 73.3% | 75.8%-2.5pp | 82.2%-8.8pp | 67.6%+5.7pp |
| Annual return | 14.84% | 134.76%-119.9pp | 418.34%-403.5pp | 35.59%-20.8pp |
| Employer contribution / active EE | $3,225 | $3,713-13.2% | $4,933-34.6% | $2,755+17.1% |
| Participant deferral / active EE | $7,499 | $6,644+12.9% | $8,070-7.1% | $4,296+74.6% |
| Admin fee / account holder | $20,782 | $7,941+161.7% | $12,998+59.9% | $6,918+200.4% |