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 3-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 | $30,963 | $74,888-58.7% | $71,209-56.5% | $142,382-78.3% |
| Participation rate | 78.6% | 76.2%+2.3pp | 73.8%+4.8pp | 80.1%-1.5pp |
| Annual return | 45.37% | 345.14%-299.8pp | 282.51%-237.1pp | 217.08%-171.7pp |
| Employer contribution / active EE | $3,182 | $2,854+11.5% | $2,721+16.9% | $4,299-26.0% |
| Participant deferral / active EE | $3,804 | $4,454-14.6% | $4,175-8.9% | $6,507-41.5% |
| Admin fee / account holder | $895 | $5,568-83.9% | $5,349-83.3% | $12,624-92.9% |