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 4-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 | $63,712 | $59,417+7.2% | $93,606-31.9% | $74,495-14.5% |
| Participation rate | 70.2% | 59.7%+10.5pp | 68.7%+1.5pp | 67.2%+3.0pp |
| Annual return | 20.41% | 81.83%-61.4pp | 133.20%-112.8pp | 1364.94%-1344.5pp |
| Employer contribution / active EE | $1,829 | $1,264+44.7% | $2,420-24.4% | $2,623-30.3% |
| Participant deferral / active EE | $4,384 | $3,050+43.7% | $4,411-0.6% | $4,346+0.9% |
| Admin fee / account holder | $2,704 | $3,021-10.5% | $8,285-67.4% | $1,942+39.3% |