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 | $31,301 | $86,286-63.7% | $111,297-71.9% | $85,850-63.5% |
| Participation rate | 86.7% | 73.3%+13.3pp | 77.3%+9.4pp | 69.3%+17.4pp |
| Annual return | 24.95% | 19.99%+5.0pp | 54.65%-29.7pp | 318.53%-293.6pp |
| Employer contribution / active EE | $2,635 | $2,043+28.9% | $2,731-3.5% | $2,565+2.7% |
| Participant deferral / active EE | $4,962 | $3,641+36.3% | $4,487+10.6% | $3,952+25.6% |
| Admin fee / account holder | $6,087 | $8,188-25.7% | $7,964-23.6% | $6,260-2.8% |