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 8-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 | $35,124 | $176,056-80.0% | $159,436-78.0% | $167,490-79.0% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 20.71% | 331.75%-311.0pp | 263.57%-242.9pp | 478.56%-457.9pp |
| Employer contribution / active EE | $3,732 | $5,297-29.5% | $4,829-22.7% | $4,837-22.9% |
| Participant deferral / active EE | $10,787 | $7,750+39.2% | $7,352+46.7% | $6,341+70.1% |
| Admin fee / account holder | $675 | $12,554-94.6% | $10,799-93.7% | $12,309-94.5% |