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 6-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 | $53,948 | $95,416-43.5% | $185,823-71.0% | $85,850-37.2% |
| Participation rate | 81.5% | 68.8%+12.7pp | 81.7%-0.2pp | 69.3%+12.2pp |
| Annual return | 11.61% | 23.59%-12.0pp | 122.05%-110.4pp | 318.53%-306.9pp |
| Employer contribution / active EE | $12,493 | $3,314+277.0% | $5,167+141.8% | $2,565+387.0% |
| Participant deferral / active EE | $6,689 | $3,423+95.4% | $5,568+20.1% | $3,952+69.3% |
| Admin fee / account holder | $821 | $7,213-88.6% | $16,237-94.9% | $6,260-86.9% |