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 | $24,647 | $70,669-65.1% | $169,368-85.4% | $75,163-67.2% |
| Participation rate | 95.7% | 64.8%+30.9pp | 77.1%+18.5pp | 67.2%+28.5pp |
| Annual return | 29.93% | 36.36%-6.4pp | 405.60%-375.7pp | 160.62%-130.7pp |
| Employer contribution / active EE | $4,819 | $2,211+118.0% | $4,013+20.1% | $2,670+80.5% |
| Participant deferral / active EE | $8,824 | $4,311+104.7% | $6,221+41.8% | $4,125+113.9% |
| Admin fee / account holder | $1,575 | $5,402-70.9% | $9,003-82.5% | $5,651-72.1% |