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 | $67,512 | $158,398-57.4% | $126,539-46.6% | $142,382-52.6% |
| Participation rate | 90.9% | 75.8%+15.1pp | 69.8%+21.1pp | 80.1%+10.8pp |
| Annual return | 18.81% | 593.76%-574.9pp | 425.95%-407.1pp | 217.08%-198.3pp |
| Employer contribution / active EE | $3,562 | $4,650-23.4% | $3,674-3.0% | $4,299-17.1% |
| Participant deferral / active EE | $10,827 | $4,767+127.1% | $4,083+165.2% | $6,507+66.4% |
| Admin fee / account holder | $2,166 | $6,918-68.7% | $6,065-64.3% | $12,624-82.8% |