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 | $72,610 | $73,004-0.5% | $90,749-20.0% | $68,494+6.0% |
| Participation rate | 86.8% | 70.8%+15.9pp | 75.7%+11.1pp | 67.9%+18.9pp |
| Annual return | 46.58% | -13.81%+60.4pp | -12.16%+58.7pp | -7.84%+54.4pp |
| Employer contribution / active EE | $6,728 | $2,193+206.8% | $2,921+130.3% | $2,596+159.1% |
| Participant deferral / active EE | $13,522 | $3,627+272.9% | $4,564+196.3% | $4,027+235.8% |
| Admin fee / account holder | $6,672 | $5,896+13.2% | $8,445-21.0% | $5,403+23.5% |