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 3-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 | $55,968 | $70,606-20.7% | $53,898+3.8% | $142,382-60.7% |
| Participation rate | 85.7% | 63.7%+22.0pp | 55.0%+30.8pp | 80.1%+5.6pp |
| Annual return | 18.88% | 619.81%-600.9pp | 528.60%-509.7pp | 217.08%-198.2pp |
| Employer contribution / active EE | $8,648 | $1,202+619.4% | $932+827.8% | $4,299+101.2% |
| Participant deferral / active EE | $9,101 | $2,364+285.0% | $1,826+398.3% | $6,507+39.9% |
| Admin fee / account holder | $1,628 | $2,852-42.9% | $2,491-34.6% | $12,624-87.1% |