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 | $62,461 | $156,846-60.2% | $121,098-48.4% | $139,434-55.2% |
| Participation rate | 89.5% | 76.4%+13.1pp | 69.5%+20.0pp | 80.3%+9.2pp |
| Annual return | 17.94% | 1474.56%-1456.6pp | 985.75%-967.8pp | 372.94%-355.0pp |
| Employer contribution / active EE | $0 | $5,536-100.0% | $4,164-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $12,739 | $4,844+163.0% | $4,080+212.3% | $6,710+89.8% |
| Admin fee / account holder | $1,103 | $6,946-84.1% | $5,644-80.5% | $11,403-90.3% |