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 | $34,018 | $107,334-68.3% | $92,893-63.4% | $152,861-77.7% |
| Participation rate | 86.4% | 79.8%+6.6pp | 76.0%+10.4pp | 82.4%+3.9pp |
| Annual return | 25.68% | 145.58%-119.9pp | 109.41%-83.7pp | 345.32%-319.6pp |
| Employer contribution / active EE | $5,156 | $4,221+22.2% | $3,653+41.2% | $4,762+8.3% |
| Participant deferral / active EE | $4,868 | $4,845+0.5% | $4,236+14.9% | $5,850-16.8% |
| Admin fee / account holder | $2,123 | $7,079-70.0% | $5,794-63.4% | $11,596-81.7% |