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 10-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 | $44,557 | $107,334-58.5% | $92,893-52.0% | $152,861-70.9% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.4%-2.4pp |
| Annual return | 21.60% | 145.58%-124.0pp | 109.41%-87.8pp | 345.32%-323.7pp |
| Employer contribution / active EE | $2,234 | $4,221-47.1% | $3,653-38.9% | $4,762-53.1% |
| Participant deferral / active EE | $6,743 | $4,845+39.2% | $4,236+59.2% | $5,850+15.3% |
| Admin fee / account holder | $455 | $7,079-93.6% | $5,794-92.1% | $11,596-96.1% |