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 5-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 | $57,946 | $39,019+48.5% | $80,716-28.2% | $85,850-32.5% |
| Participation rate | 83.7% | 41.5%+42.2pp | 54.2%+29.6pp | 69.3%+14.4pp |
| Annual return | 14.37% | 26.27%-11.9pp | 87.28%-72.9pp | 318.53%-304.2pp |
| Employer contribution / active EE | $369 | $722-49.0% | $1,160-68.2% | $2,565-85.6% |
| Participant deferral / active EE | $2,749 | $1,326+107.4% | $2,146+28.1% | $3,952-30.4% |
| Admin fee / account holder | $2,930 | $2,431+20.6% | $3,380-13.3% | $6,260-53.2% |