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 | $50,682 | $173,345-70.8% | $136,007-62.7% | $145,922-65.3% |
| Participation rate | 92.3% | 80.5%+11.9pp | 76.5%+15.8pp | 80.3%+12.0pp |
| Annual return | 17.62% | 1163.32%-1145.7pp | 579.32%-561.7pp | 561.29%-543.7pp |
| Employer contribution / active EE | $2,032 | $5,278-61.5% | $4,217-51.8% | $4,660-56.4% |
| Participant deferral / active EE | $6,874 | $8,699-21.0% | $7,025-2.1% | $6,688+2.8% |
| Admin fee / account holder | $1,057 | $9,954-89.4% | $6,858-84.6% | $13,397-92.1% |