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 | $59,737 | $109,881-45.6% | $150,045-60.2% | $84,808-29.6% |
| Participation rate | 95.0% | 76.1%+18.9pp | 82.3%+12.7pp | 68.3%+26.7pp |
| Annual return | 49.46% | 28.25%+21.2pp | 62.55%-13.1pp | 40.90%+8.6pp |
| Employer contribution / active EE | $6,242 | $3,561+75.3% | $4,693+33.0% | $2,631+137.2% |
| Participant deferral / active EE | $10,597 | $6,636+59.7% | $7,997+32.5% | $4,212+151.6% |
| Admin fee / account holder | $1,247 | $8,568-85.4% | $13,435-90.7% | $7,344-83.0% |