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 8-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 | $43,488 | $105,181-58.7% | $159,436-72.7% | $85,850-49.3% |
| Participation rate | 88.5% | 75.8%+12.7pp | 82.8%+5.6pp | 69.3%+19.1pp |
| Annual return | 15.83% | 45.07%-29.2pp | 263.57%-247.7pp | 318.53%-302.7pp |
| Employer contribution / active EE | $1,806 | $3,318-45.6% | $4,829-62.6% | $2,565-29.6% |
| Participant deferral / active EE | $4,357 | $5,945-26.7% | $7,352-40.7% | $3,952+10.2% |
| Admin fee / account holder | $1,030 | $6,933-85.1% | $10,799-90.5% | $6,260-83.5% |