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 | $42,328 | $78,422-46.0% | $95,952-55.9% | $79,858-47.0% |
| Participation rate | 95.1% | 73.5%+21.6pp | 77.1%+18.0pp | 69.6%+25.4pp |
| Annual return | 119.96% | 19.37%+100.6pp | 91.61%+28.4pp | 31.71%+88.2pp |
| Employer contribution / active EE | $6,119 | $1,945+214.6% | $2,541+140.8% | $2,471+147.6% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $3,422 | $5,622-39.1% | $6,795-49.6% | $5,306-35.5% |