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 | $66,301 | $74,888-11.5% | $71,209-6.9% | $142,382-53.4% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.1%+10.8pp |
| Annual return | 19.93% | 345.14%-325.2pp | 282.51%-262.6pp | 217.08%-197.1pp |
| Employer contribution / active EE | $4,342 | $2,854+52.1% | $2,721+59.6% | $4,299+1.0% |
| Participant deferral / active EE | $9,114 | $4,454+104.6% | $4,175+118.3% | $6,507+40.1% |
| Admin fee / account holder | $15,465 | $5,568+177.7% | $5,349+189.1% | $12,624+22.5% |