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 | $36,992 | $30,400+21.7% | $53,898-31.4% | $84,808-56.4% |
| Participation rate | 70.7% | 46.4%+24.3pp | 55.0%+15.8pp | 68.3%+2.4pp |
| Annual return | 22.09% | 500.19%-478.1pp | 528.60%-506.5pp | 40.90%-18.8pp |
| Employer contribution / active EE | $3,056 | $603+407.0% | $932+227.8% | $2,631+16.1% |
| Participant deferral / active EE | $7,172 | $1,199+498.4% | $1,826+292.7% | $4,212+70.3% |
| Admin fee / account holder | $4,346 | $1,993+118.0% | $2,491+74.5% | $7,344-40.8% |