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 6-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 | $70,006 | $59,107+18.4% | $86,436-19.0% | $68,494+2.2% |
| Participation rate | 88.9% | 75.2%+13.6pp | 80.3%+8.6pp | 67.9%+21.0pp |
| Annual return | 27.44% | -0.23%+27.7pp | 4394.89%-4367.5pp | -7.84%+35.3pp |
| Employer contribution / active EE | $3,145 | $2,519+24.9% | $3,769-16.5% | $2,596+21.1% |
| Participant deferral / active EE | $3,489 | $5,901-40.9% | $6,952-49.8% | $4,027-13.4% |
| Admin fee / account holder | $1,446 | $5,637-74.3% | $6,731-78.5% | $5,403-73.2% |