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 | $52,223 | $60,022-13.0% | $88,946-41.3% | $84,808-38.4% |
| Participation rate | 97.2% | 57.8%+39.4pp | 68.8%+28.4pp | 68.3%+28.9pp |
| Annual return | 51.13% | 22.43%+28.7pp | 57.82%-6.7pp | 40.90%+10.2pp |
| Employer contribution / active EE | $3,009 | $1,703+76.7% | $2,555+17.8% | $2,631+14.4% |
| Participant deferral / active EE | $8,358 | $3,114+168.4% | $4,581+82.4% | $4,212+98.5% |
| Admin fee / account holder | $2,734 | $4,811-43.2% | $8,261-66.9% | $7,344-62.8% |