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 | $61,366 | $52,406+17.1% | $129,207-52.5% | $74,495-17.6% |
| Participation rate | 87.3% | 53.8%+33.5pp | 69.6%+17.6pp | 67.2%+20.1pp |
| Annual return | 14.25% | 15.66%-1.4pp | 9417.33%-9403.1pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $6,152 | $1,531+301.9% | $4,153+48.1% | $2,623+134.5% |
| Participant deferral / active EE | $2,485 | $2,794-11.1% | $4,168-40.4% | $4,346-42.8% |
| Admin fee / account holder | $9,646 | $2,633+266.4% | $7,715+25.0% | $1,942+396.8% |