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 | $55,328 | $51,576+7.3% | $129,207-57.2% | $80,856-31.6% |
| Participation rate | 72.4% | 57.0%+15.4pp | 69.6%+2.8pp | 67.6%+4.8pp |
| Annual return | 14.13% | 20.81%-6.7pp | 9417.33%-9403.2pp | 35.59%-21.5pp |
| Employer contribution / active EE | $3,123 | $1,584+97.2% | $4,153-24.8% | $2,755+13.4% |
| Participant deferral / active EE | $2,972 | $2,669+11.4% | $4,168-28.7% | $4,296-30.8% |
| Admin fee / account holder | $8,529 | $4,305+98.1% | $7,715+10.6% | $6,918+23.3% |