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 4-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 | $48,012 | $88,751-45.9% | $81,812-41.3% | $145,922-67.1% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.3%+11.0pp | 80.3%+3.1pp |
| Annual return | 11.01% | 1025.40%-1014.4pp | 773.79%-762.8pp | 561.29%-550.3pp |
| Employer contribution / active EE | $3,119 | $3,083+1.2% | $2,912+7.1% | $4,660-33.1% |
| Participant deferral / active EE | $4,279 | $4,643-7.8% | $4,319-0.9% | $6,688-36.0% |
| Admin fee / account holder | $1,413 | $8,415-83.2% | $7,386-80.9% | $13,397-89.5% |