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 | $32,756 | $56,053-41.6% | $75,972-56.9% | $80,856-59.5% |
| Participation rate | 82.1% | 62.0%+20.1pp | 69.1%+13.1pp | 67.6%+14.5pp |
| Annual return | 18.12% | 20.53%-2.4pp | 359.55%-341.4pp | 35.59%-17.5pp |
| Employer contribution / active EE | $2,705 | $1,874+44.3% | $2,685+0.7% | $2,755-1.8% |
| Participant deferral / active EE | $5,274 | $3,052+72.8% | $4,255+23.9% | $4,296+22.8% |
| Admin fee / account holder | $2,331 | $5,234-55.5% | $6,467-64.0% | $6,918-66.3% |