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 9-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 | $51,639 | $91,190-43.4% | $178,490-71.1% | $79,858-35.3% |
| Participation rate | 70.0% | 69.2%+0.8pp | 81.9%-11.9pp | 69.6%+0.4pp |
| Annual return | 26.12% | 24.19%+1.9pp | 151.07%-125.0pp | 31.71%-5.6pp |
| Employer contribution / active EE | $1,784 | $3,256-45.2% | $5,011-64.4% | $2,471-27.8% |
| Participant deferral / active EE | $3,412 | $3,236+5.4% | $5,202-34.4% | $3,740-8.8% |
| Admin fee / account holder | $812 | $6,751-88.0% | $13,984-94.2% | $5,306-84.7% |