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 10-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 | $37,864 | $34,308+10.4% | $74,701-49.3% | $72,985-48.1% |
| Participation rate | 77.4% | 42.4%+35.0pp | 54.5%+23.0pp | 69.5%+7.9pp |
| Annual return | 18.95% | 26.58%-7.6pp | 752.92%-734.0pp | 81.00%-62.1pp |
| Employer contribution / active EE | $685 | $692-1.0% | $1,084-36.8% | $2,440-71.9% |
| Participant deferral / active EE | $2,738 | $1,271+115.4% | $1,964+39.4% | $3,607-24.1% |
| Admin fee / account holder | $2,261 | $2,124+6.5% | $3,333-32.2% | $5,124-55.9% |