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 7-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 | $66,552 | $51,576+29.0% | $129,207-48.5% | $80,856-17.7% |
| Participation rate | 80.8% | 57.0%+23.8pp | 69.6%+11.2pp | 67.6%+13.1pp |
| Annual return | 13.36% | 20.81%-7.4pp | 9417.33%-9404.0pp | 35.59%-22.2pp |
| Employer contribution / active EE | $2,784 | $1,584+75.8% | $4,153-33.0% | $2,755+1.0% |
| Participant deferral / active EE | $7,796 | $2,669+192.1% | $4,168+87.1% | $4,296+81.5% |
| Admin fee / account holder | $762 | $4,305-82.3% | $7,715-90.1% | $6,918-89.0% |