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 | $47,979 | $58,694-18.3% | $142,863-66.4% | $85,850-44.1% |
| Participation rate | 84.4% | 58.5%+25.9pp | 71.9%+12.4pp | 69.3%+15.1pp |
| Annual return | 18.18% | 27.72%-9.5pp | 5637.54%-5619.4pp | 318.53%-300.3pp |
| Employer contribution / active EE | $5,452 | $1,423+283.2% | $4,144+31.6% | $2,565+112.5% |
| Participant deferral / active EE | $11,375 | $2,607+336.3% | $3,837+196.4% | $3,952+187.8% |
| Admin fee / account holder | $7,652 | $4,239+80.5% | $6,560+16.6% | $6,260+22.2% |