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 9-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 | $60,198 | $105,181-42.8% | $159,436-62.2% | $85,850-29.9% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.8%+9.5pp | 69.3%+23.0pp |
| Annual return | 16.07% | 45.07%-29.0pp | 263.57%-247.5pp | 318.53%-302.5pp |
| Employer contribution / active EE | $5,870 | $3,318+76.9% | $4,829+21.5% | $2,565+128.8% |
| Participant deferral / active EE | $8,711 | $5,945+46.5% | $7,352+18.5% | $3,952+120.4% |
| Admin fee / account holder | $639 | $6,933-90.8% | $10,799-94.1% | $6,260-89.8% |