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 | $72,246 | $48,750+48.2% | $88,946-18.8% | $74,304-2.8% |
| Participation rate | 70.6% | 44.5%+26.1pp | 68.8%+1.7pp | 60.3%+10.2pp |
| Annual return | 18.07% | 25.91%-7.8pp | 57.82%-39.7pp | 29.43%-11.4pp |
| Employer contribution / active EE | $3,348 | $1,255+166.8% | $2,555+31.0% | $2,241+49.4% |
| Participant deferral / active EE | $4,429 | $2,423+82.8% | $4,581-3.3% | $3,767+17.6% |
| Admin fee / account holder | $4,990 | $3,756+32.9% | $8,261-39.6% | $2,969+68.1% |