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 | $55,730 | $77,314-27.9% | $177,989-68.7% | $80,856-31.1% |
| Participation rate | 97.1% | 65.7%+31.4pp | 77.1%+20.1pp | 67.6%+29.5pp |
| Annual return | 11.43% | 18.09%-6.7pp | 294.48%-283.0pp | 35.59%-24.2pp |
| Employer contribution / active EE | $4,771 | $2,292+108.1% | $3,949+20.8% | $2,755+73.2% |
| Participant deferral / active EE | $2,066 | $4,411-53.2% | $6,276-67.1% | $4,296-51.9% |
| Admin fee / account holder | $3,793 | $7,191-47.3% | $10,363-63.4% | $6,918-45.2% |