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 5-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 | $58,092 | $99,877-41.8% | $84,966-31.6% | $145,922-60.2% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 15.71% | 83.76%-68.1pp | 66.38%-50.7pp | 561.29%-545.6pp |
| Employer contribution / active EE | $3,928 | $3,231+21.5% | $2,727+44.0% | $4,660-15.7% |
| Participant deferral / active EE | $7,882 | $5,291+49.0% | $4,519+74.4% | $6,688+17.9% |
| Admin fee / account holder | $304 | $7,248-95.8% | $6,149-95.1% | $13,397-97.7% |