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 | $35,174 | $70,606-50.2% | $53,898-34.7% | $142,382-75.3% |
| Participation rate | 90.0% | 63.7%+26.3pp | 55.0%+35.0pp | 80.1%+9.9pp |
| Annual return | 19.07% | 619.81%-600.7pp | 528.60%-509.5pp | 217.08%-198.0pp |
| Employer contribution / active EE | $1,810 | $1,202+50.5% | $932+94.2% | $4,299-57.9% |
| Participant deferral / active EE | $2,128 | $2,364-10.0% | $1,826+16.5% | $6,507-67.3% |
| Admin fee / account holder | $1,298 | $2,852-54.5% | $2,491-47.9% | $12,624-89.7% |