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 | $49,908 | $96,635-48.4% | $86,612-42.4% | $139,434-64.2% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 16.15% | 106.41%-90.3pp | 591.07%-574.9pp | 372.94%-356.8pp |
| Employer contribution / active EE | $3,380 | $3,263+3.6% | $3,022+11.8% | $4,751-28.9% |
| Participant deferral / active EE | $6,690 | $4,836+38.3% | $4,438+50.8% | $6,710-0.3% |
| Admin fee / account holder | $1,507 | $6,408-76.5% | $5,614-73.2% | $11,403-86.8% |