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 9-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 | $56,648 | $65,365-13.3% | $92,893-39.0% | $72,985-22.4% |
| Participation rate | 87.9% | 68.3%+19.6pp | 76.0%+11.9pp | 69.5%+18.4pp |
| Annual return | 21.12% | 42.10%-21.0pp | 109.41%-88.3pp | 81.00%-59.9pp |
| Employer contribution / active EE | $3,825 | $2,594+47.4% | $3,653+4.7% | $2,440+56.8% |
| Participant deferral / active EE | $3,856 | $3,128+23.3% | $4,236-9.0% | $3,607+6.9% |
| Admin fee / account holder | $2,141 | $4,251-49.6% | $5,794-63.0% | $5,124-58.2% |