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 | $54,537 | $217,402-74.9% | $185,823-70.7% | $167,490-67.4% |
| Participation rate | 94.7% | 86.0%+8.7pp | 81.7%+13.0pp | 82.1%+12.6pp |
| Annual return | 8.97% | 148.36%-139.4pp | 122.05%-113.1pp | 478.56%-469.6pp |
| Employer contribution / active EE | $3,173 | $5,873-46.0% | $5,167-38.6% | $4,837-34.4% |
| Participant deferral / active EE | $6,159 | $6,356-3.1% | $5,568+10.6% | $6,341-2.9% |
| Admin fee / account holder | $3,397 | $19,811-82.9% | $16,237-79.1% | $12,309-72.4% |