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 8-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 | $66,625 | $96,635-31.1% | $86,612-23.1% | $139,434-52.2% |
| Participation rate | 87.5% | 74.4%+13.1pp | 71.7%+15.8pp | 80.3%+7.2pp |
| Annual return | 19.30% | 106.41%-87.1pp | 591.07%-571.8pp | 372.94%-353.6pp |
| Employer contribution / active EE | $1,701 | $3,263-47.9% | $3,022-43.7% | $4,751-64.2% |
| Participant deferral / active EE | $19,869 | $4,836+310.9% | $4,438+347.7% | $6,710+196.1% |
| Admin fee / account holder | $4,040 | $6,408-37.0% | $5,614-28.0% | $11,403-64.6% |