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 | $36,517 | $183,519-80.1% | $155,509-76.5% | $145,922-75.0% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 19.09% | 61.17%-42.1pp | 64.67%-45.6pp | 561.29%-542.2pp |
| Employer contribution / active EE | $6,357 | $5,313+19.6% | $4,672+36.0% | $4,660+36.4% |
| Participant deferral / active EE | $4,580 | $6,462-29.1% | $5,626-18.6% | $6,688-31.5% |
| Admin fee / account holder | $472 | $19,313-97.6% | $15,912-97.0% | $13,397-96.5% |