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 | $66,052 | $210,648-68.6% | $177,989-62.9% | $145,922-54.7% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 11.59% | 385.86%-374.3pp | 294.48%-282.9pp | 561.29%-549.7pp |
| Employer contribution / active EE | $2,130 | $4,565-53.3% | $3,949-46.1% | $4,660-54.3% |
| Participant deferral / active EE | $8,463 | $6,958+21.6% | $6,276+34.8% | $6,688+26.5% |
| Admin fee / account holder | $442 | $12,013-96.3% | $10,363-95.7% | $13,397-96.7% |