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 | $65,043 | $83,902-22.5% | $167,512-61.2% | $84,808-23.3% |
| Participation rate | 87.1% | 66.5%+20.6pp | 77.1%+10.0pp | 68.3%+18.8pp |
| Annual return | 16.08% | 91.55%-75.5pp | 1615.79%-1599.7pp | 40.90%-24.8pp |
| Employer contribution / active EE | $3,831 | $2,264+69.2% | $3,882-1.3% | $2,631+45.6% |
| Participant deferral / active EE | $8,844 | $4,442+99.1% | $6,405+38.1% | $4,212+110.0% |
| Admin fee / account holder | $4,372 | $7,915-44.8% | $9,769-55.2% | $7,344-40.5% |