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 | $72,528 | $91,190-20.5% | $178,490-59.4% | $79,858-9.2% |
| Participation rate | 97.4% | 69.2%+28.2pp | 81.9%+15.4pp | 69.6%+27.7pp |
| Annual return | 13.26% | 24.19%-10.9pp | 151.07%-137.8pp | 31.71%-18.5pp |
| Employer contribution / active EE | $1,550 | $3,256-52.4% | $5,011-69.1% | $2,471-37.3% |
| Participant deferral / active EE | $3,428 | $3,236+5.9% | $5,202-34.1% | $3,740-8.4% |
| Admin fee / account holder | $29,767 | $6,751+340.9% | $13,984+112.9% | $5,306+461.0% |