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 9-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 | $55,584 | $53,822+3.3% | $75,696-26.6% | $85,850-35.3% |
| Participation rate | 89.1% | 69.1%+20.1pp | 74.8%+14.3pp | 69.3%+19.8pp |
| Annual return | 22.74% | 24.54%-1.8pp | 104.53%-81.8pp | 318.53%-295.8pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,934 | $2,895+174.0% | $3,821+107.6% | $3,952+100.8% |
| Admin fee / account holder | $10,898 | $3,343+226.0% | $3,619+201.1% | $6,260+74.1% |