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 5-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 | $56,382 | $150,187-62.5% | $120,354-53.2% | $145,922-61.4% |
| Participation rate | 93.3% | 78.8%+14.6pp | 71.9%+21.4pp | 80.3%+13.1pp |
| Annual return | 11.55% | 154.07%-142.5pp | 107.15%-95.6pp | 561.29%-549.7pp |
| Employer contribution / active EE | $2,093 | $4,348-51.9% | $3,463-39.6% | $4,660-55.1% |
| Participant deferral / active EE | $4,099 | $6,173-33.6% | $4,991-17.9% | $6,688-38.7% |
| Admin fee / account holder | $3,101 | $12,207-74.6% | $9,423-67.1% | $13,397-76.9% |