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 | $67,268 | $111,724-39.8% | $93,606-28.1% | $145,922-53.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 8.87% | 202.98%-194.1pp | 133.20%-124.3pp | 561.29%-552.4pp |
| Employer contribution / active EE | $3,498 | $3,090+13.2% | $2,420+44.5% | $4,660-24.9% |
| Participant deferral / active EE | $5,590 | $4,912+13.8% | $4,411+26.7% | $6,688-16.4% |
| Admin fee / account holder | $610 | $10,250-94.1% | $8,285-92.6% | $13,397-95.5% |