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 | $39,859 | $98,750-59.6% | $149,696-73.4% | $79,858-50.1% |
| Participation rate | 81.0% | 75.8%+5.2pp | 82.5%-1.5pp | 69.6%+11.3pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.60%-276.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $4,264 | $3,216+32.6% | $4,644-8.2% | $2,471+72.6% |
| Participant deferral / active EE | $9,236 | $5,680+62.6% | $6,842+35.0% | $3,740+146.9% |
| Admin fee / account holder | $5,617 | $6,053-7.2% | $9,309-39.7% | $5,306+5.9% |