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 | $66,205 | $96,305-31.3% | $80,569-17.8% | $139,434-52.5% |
| Participation rate | 87.5% | 73.6%+13.9pp | 67.0%+20.5pp | 80.3%+7.2pp |
| Annual return | 15.31% | 1350.08%-1334.8pp | 935.43%-920.1pp | 372.94%-357.6pp |
| Employer contribution / active EE | $1,128 | $3,262-65.4% | $2,723-58.6% | $4,751-76.3% |
| Participant deferral / active EE | $6,826 | $5,232+30.5% | $4,447+53.5% | $6,710+1.7% |
| Admin fee / account holder | $524 | $6,599-92.1% | $5,377-90.3% | $11,403-95.4% |