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 6-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 | $46,706 | $77,899-40.0% | $149,673-68.8% | $75,163-37.9% |
| Participation rate | 96.2% | 65.6%+30.6pp | 78.8%+17.4pp | 67.2%+29.0pp |
| Annual return | 26.56% | 31.72%-5.2pp | 134.42%-107.9pp | 160.62%-134.1pp |
| Employer contribution / active EE | $3,805 | $3,137+21.3% | $4,818-21.0% | $2,670+42.5% |
| Participant deferral / active EE | $5,987 | $3,411+75.5% | $5,680+5.4% | $4,125+45.1% |
| Admin fee / account holder | $9,622 | $5,956+61.5% | $13,210-27.2% | $5,651+70.3% |