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 | $55,307 | $89,355-38.1% | $141,162-60.8% | $72,985-24.2% |
| Participation rate | 87.7% | 75.1%+12.6pp | 82.5%+5.2pp | 69.5%+18.2pp |
| Annual return | 39.22% | 111.85%-72.6pp | 71.39%-32.2pp | 81.00%-41.8pp |
| Employer contribution / active EE | $9,553 | $3,114+206.7% | $4,735+101.8% | $2,440+291.5% |
| Participant deferral / active EE | $7,701 | $5,418+42.1% | $6,709+14.8% | $3,607+113.5% |
| Admin fee / account holder | $1,152 | $5,958-80.7% | $10,261-88.8% | $5,124-77.5% |