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 3-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 | $54,147 | $70,669-23.4% | $169,368-68.0% | $75,163-28.0% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 14.22% | 36.36%-22.1pp | 405.60%-391.4pp | 160.62%-146.4pp |
| Employer contribution / active EE | $758 | $2,211-65.7% | $4,013-81.1% | $2,670-71.6% |
| Participant deferral / active EE | $2,527 | $4,311-41.4% | $6,221-59.4% | $4,125-38.7% |
| Admin fee / account holder | $6,103 | $5,402+13.0% | $9,003-32.2% | $5,651+8.0% |