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 | $56,806 | $60,892-6.7% | $82,389-31.1% | $84,808-33.0% |
| Participation rate | 82.9% | 63.3%+19.6pp | 69.5%+13.3pp | 68.3%+14.5pp |
| Annual return | 19.30% | 37.29%-18.0pp | 28.67%-9.4pp | 40.90%-21.6pp |
| Employer contribution / active EE | $6,315 | $1,779+254.9% | $2,517+150.9% | $2,631+140.0% |
| Participant deferral / active EE | $10,185 | $3,179+220.4% | $4,155+145.1% | $4,212+141.8% |
| Admin fee / account holder | $3,234 | $5,467-40.8% | $7,231-55.3% | $7,344-56.0% |