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 | $29,115 | $114,381-74.5% | $107,525-72.9% | $142,382-79.6% |
| Participation rate | 95.0% | 78.1%+16.9pp | 75.1%+19.9pp | 80.1%+14.9pp |
| Annual return | 95.36% | 242.71%-147.3pp | 181.32%-86.0pp | 217.08%-121.7pp |
| Employer contribution / active EE | $4,978 | $4,015+24.0% | $3,754+32.6% | $4,299+15.8% |
| Participant deferral / active EE | $8,020 | $5,564+44.1% | $5,116+56.8% | $6,507+23.3% |
| Admin fee / account holder | $904 | $9,860-90.8% | $8,919-89.9% | $12,624-92.8% |