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 | $35,983 | $30,400+18.4% | $53,898-33.2% | $84,808-57.6% |
| Participation rate | 70.0% | 46.4%+23.6pp | 55.0%+15.0pp | 68.3%+1.7pp |
| Annual return | 18.87% | 500.19%-481.3pp | 528.60%-509.7pp | 40.90%-22.0pp |
| Employer contribution / active EE | $881 | $603+46.1% | $932-5.5% | $2,631-66.5% |
| Participant deferral / active EE | $1,893 | $1,199+57.9% | $1,826+3.6% | $4,212-55.1% |
| Admin fee / account holder | $405 | $1,993-79.7% | $2,491-83.8% | $7,344-94.5% |