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 6-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 | $63,453 | $133,922-52.6% | $116,228-45.4% | $142,382-55.4% |
| Participation rate | 94.7% | 77.9%+16.9pp | 74.6%+20.2pp | 80.1%+14.6pp |
| Annual return | 20.06% | 147.76%-127.7pp | 90.06%-70.0pp | 217.08%-197.0pp |
| Employer contribution / active EE | $4,726 | $3,446+37.2% | $2,994+57.8% | $4,299+9.9% |
| Participant deferral / active EE | $9,777 | $5,672+72.4% | $4,953+97.4% | $6,507+50.2% |
| Admin fee / account holder | $1,937 | $14,945-87.0% | $11,989-83.8% | $12,624-84.7% |