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 | $37,745 | $57,541-34.4% | $95,745-60.6% | $75,163-49.8% |
| Participation rate | 87.9% | 62.5%+25.4pp | 72.3%+15.6pp | 67.2%+20.7pp |
| Annual return | 20.63% | 34.93%-14.3pp | 28.35%-7.7pp | 160.62%-140.0pp |
| Employer contribution / active EE | $1,996 | $1,808+10.4% | $2,835-29.6% | $2,670-25.3% |
| Participant deferral / active EE | $3,937 | $3,074+28.1% | $4,245-7.2% | $4,125-4.5% |
| Admin fee / account holder | $468 | $4,099-88.6% | $5,678-91.8% | $5,651-91.7% |