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 | $63,506 | $90,348-29.7% | $75,972-16.4% | $145,922-56.5% |
| Participation rate | 90.0% | 74.5%+15.5pp | 69.1%+20.9pp | 80.3%+9.7pp |
| Annual return | 10.36% | 620.88%-610.5pp | 359.55%-349.2pp | 561.29%-550.9pp |
| Employer contribution / active EE | $2,135 | $3,311-35.5% | $2,685-20.5% | $4,660-54.2% |
| Participant deferral / active EE | $9,978 | $5,162+93.3% | $4,255+134.5% | $6,688+49.2% |
| Admin fee / account holder | $1,661 | $8,467-80.4% | $6,467-74.3% | $13,397-87.6% |