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 | $59,235 | $77,314-23.4% | $177,989-66.7% | $80,856-26.7% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 27.01% | 18.09%+8.9pp | 294.48%-267.5pp | 35.59%-8.6pp |
| Employer contribution / active EE | $6,115 | $2,292+166.8% | $3,949+54.9% | $2,755+122.0% |
| Participant deferral / active EE | $12,379 | $4,411+180.7% | $6,276+97.2% | $4,296+188.2% |
| Admin fee / account holder | $2,678 | $7,191-62.8% | $10,363-74.2% | $6,918-61.3% |