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 7-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 | $51,256 | $148,534-65.5% | $135,903-62.3% | $139,434-63.2% |
| Participation rate | 92.3% | 83.9%+8.5pp | 81.9%+10.4pp | 80.3%+12.0pp |
| Annual return | 66.21% | 79.19%-13.0pp | 68.23%-2.0pp | 372.94%-306.7pp |
| Employer contribution / active EE | $6,905 | $5,243+31.7% | $4,856+42.2% | $4,751+45.3% |
| Participant deferral / active EE | $13,185 | $8,100+62.8% | $7,758+70.0% | $6,710+96.5% |
| Admin fee / account holder | $3,018 | $12,400-75.7% | $10,762-72.0% | $11,403-73.5% |