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 6-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 | $74,462 | $102,317-27.2% | $146,958-49.3% | $80,856-7.9% |
| Participation rate | 72.0% | 75.8%-3.8pp | 82.2%-10.2pp | 67.6%+4.4pp |
| Annual return | 41.51% | 134.76%-93.3pp | 418.34%-376.8pp | 35.59%+5.9pp |
| Employer contribution / active EE | $6,809 | $3,713+83.4% | $4,933+38.0% | $2,755+147.2% |
| Participant deferral / active EE | $9,789 | $6,644+47.3% | $8,070+21.3% | $4,296+127.9% |
| Admin fee / account holder | $1,474 | $7,941-81.4% | $12,998-88.7% | $6,918-78.7% |