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 | $61,075 | $102,317-40.3% | $146,958-58.4% | $80,856-24.5% |
| Participation rate | 89.7% | 75.8%+13.9pp | 82.2%+7.6pp | 67.6%+22.1pp |
| Annual return | 24.27% | 134.76%-110.5pp | 418.34%-394.1pp | 35.59%-11.3pp |
| Employer contribution / active EE | $7,508 | $3,713+102.2% | $4,933+52.2% | $2,755+172.5% |
| Participant deferral / active EE | $9,699 | $6,644+46.0% | $8,070+20.2% | $4,296+125.8% |
| Admin fee / account holder | $1,648 | $7,941-79.2% | $12,998-87.3% | $6,918-76.2% |