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 4-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 | $83,503 | $202,432-58.7% | $169,368-50.7% | $139,434-40.1% |
| Participation rate | 75.0% | 81.1%-6.1pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 32.42% | 531.74%-499.3pp | 405.60%-373.2pp | 372.94%-340.5pp |
| Employer contribution / active EE | $5,864 | $4,692+25.0% | $4,013+46.1% | $4,751+23.4% |
| Participant deferral / active EE | $12,773 | $6,938+84.1% | $6,221+105.3% | $6,710+90.4% |
| Admin fee / account holder | $784 | $10,708-92.7% | $9,003-91.3% | $11,403-93.1% |