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 4-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 | $34,658 | $96,635-64.1% | $86,612-60.0% | $139,434-75.1% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 31.89% | 106.41%-74.5pp | 591.07%-559.2pp | 372.94%-341.1pp |
| Employer contribution / active EE | $4,140 | $3,263+26.9% | $3,022+37.0% | $4,751-12.9% |
| Participant deferral / active EE | $9,604 | $4,836+98.6% | $4,438+116.4% | $6,710+43.1% |
| Admin fee / account holder | $1,291 | $6,408-79.9% | $5,614-77.0% | $11,403-88.7% |