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 | $79,323 | $48,570+63.3% | $130,648-39.3% | $72,985+8.7% |
| Participation rate | 85.5% | 58.6%+26.9pp | 71.7%+13.8pp | 69.5%+16.0pp |
| Annual return | 16.89% | 38.63%-21.7pp | 1708.96%-1692.1pp | 81.00%-64.1pp |
| Employer contribution / active EE | $3,267 | $1,334+144.9% | $4,092-20.1% | $2,440+33.9% |
| Participant deferral / active EE | $3,865 | $2,384+62.1% | $3,603+7.3% | $3,607+7.1% |
| Admin fee / account holder | $1,054 | $3,549-70.3% | $5,464-80.7% | $5,124-79.4% |