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 9-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 | $70,504 | $102,317-31.1% | $146,958-52.0% | $80,856-12.8% |
| Participation rate | 71.4% | 75.8%-4.4pp | 82.2%-10.7pp | 67.6%+3.8pp |
| Annual return | 20.26% | 134.76%-114.5pp | 418.34%-398.1pp | 35.59%-15.3pp |
| Employer contribution / active EE | $3,140 | $3,713-15.4% | $4,933-36.3% | $2,755+14.0% |
| Participant deferral / active EE | $6,830 | $6,644+2.8% | $8,070-15.4% | $4,296+59.0% |
| Admin fee / account holder | $15,372 | $7,941+93.6% | $12,998+18.3% | $6,918+122.2% |