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 | $67,518 | $84,696-20.3% | $75,696-10.8% | $167,490-59.7% |
| Participation rate | 72.7% | 77.8%-5.1pp | 74.8%-2.1pp | 82.1%-9.4pp |
| Annual return | 15.68% | 199.36%-183.7pp | 104.53%-88.8pp | 478.56%-462.9pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,921 | $4,580-58.1% | $3,821-49.7% | $6,341-69.7% |
| Admin fee / account holder | $690 | $5,355-87.1% | $3,619-80.9% | $12,309-94.4% |