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 | $58,701 | $117,841-50.2% | $102,423-42.7% | $145,922-59.8% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 14.83% | 31.65%-16.8pp | 29.32%-14.5pp | 561.29%-546.5pp |
| Employer contribution / active EE | $3,039 | $3,615-15.9% | $3,023+0.5% | $4,660-34.8% |
| Participant deferral / active EE | $7,634 | $5,731+33.2% | $5,053+51.1% | $6,688+14.2% |
| Admin fee / account holder | $1,971 | $13,326-85.2% | $9,451-79.1% | $13,397-85.3% |