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 6-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 | $63,592 | $96,635-34.2% | $86,612-26.6% | $139,434-54.4% |
| Participation rate | 76.5% | 74.4%+2.1pp | 71.7%+4.8pp | 80.3%-3.8pp |
| Annual return | 18.83% | 106.41%-87.6pp | 591.07%-572.2pp | 372.94%-354.1pp |
| Employer contribution / active EE | $1,566 | $3,263-52.0% | $3,022-48.2% | $4,751-67.0% |
| Participant deferral / active EE | $5,025 | $4,836+3.9% | $4,438+13.2% | $6,710-25.1% |
| Admin fee / account holder | $2,078 | $6,408-67.6% | $5,614-63.0% | $11,403-81.8% |