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 7-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 | $51,360 | $73,933-30.5% | $96,683-46.9% | $75,163-31.7% |
| Participation rate | 81.4% | 66.4%+15.0pp | 74.3%+7.1pp | 67.2%+14.3pp |
| Annual return | 18.05% | 26.70%-8.6pp | 35.69%-17.6pp | 160.62%-142.6pp |
| Employer contribution / active EE | $4,005 | $2,928+36.8% | $3,737+7.2% | $2,670+50.0% |
| Participant deferral / active EE | $1,740 | $3,659-52.4% | $4,878-64.3% | $4,125-57.8% |
| Admin fee / account holder | $1,536 | $5,216-70.6% | $6,730-77.2% | $5,651-72.8% |