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 10-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 | $61,808 | $48,570+27.3% | $130,648-52.7% | $72,985-15.3% |
| Participation rate | 91.8% | 58.6%+33.3pp | 71.7%+20.1pp | 69.5%+22.4pp |
| Annual return | 21.65% | 38.63%-17.0pp | 1708.96%-1687.3pp | 81.00%-59.3pp |
| Employer contribution / active EE | $1,751 | $1,334+31.3% | $4,092-57.2% | $2,440-28.2% |
| Participant deferral / active EE | $3,327 | $2,384+39.6% | $3,603-7.6% | $3,607-7.8% |
| Admin fee / account holder | $6,287 | $3,549+77.1% | $5,464+15.0% | $5,124+22.7% |