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 | $39,080 | $68,346-42.8% | $94,646-58.7% | $75,163-48.0% |
| Participation rate | 81.6% | 76.1%+5.5pp | 80.8%+0.8pp | 67.2%+14.4pp |
| Annual return | 21.23% | 616.93%-595.7pp | 156.71%-135.5pp | 160.62%-139.4pp |
| Employer contribution / active EE | $5,131 | $2,701+90.0% | $3,672+39.7% | $2,670+92.2% |
| Participant deferral / active EE | $8,672 | $6,537+32.6% | $7,418+16.9% | $4,125+110.2% |
| Admin fee / account holder | $3,480 | $5,326-34.7% | $7,231-51.9% | $5,651-38.4% |