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 7-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 | $43,406 | $93,571-53.6% | $135,903-68.1% | $75,163-42.3% |
| Participation rate | 96.7% | 75.2%+21.5pp | 81.9%+14.8pp | 67.2%+29.5pp |
| Annual return | 25.27% | 30.90%-5.6pp | 68.23%-43.0pp | 160.62%-135.4pp |
| Employer contribution / active EE | $6,479 | $3,537+83.2% | $4,856+33.4% | $2,670+142.7% |
| Participant deferral / active EE | $12,383 | $6,404+93.4% | $7,758+59.6% | $4,125+200.2% |
| Admin fee / account holder | $4,636 | $6,975-33.5% | $10,762-56.9% | $5,651-18.0% |