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 10-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 | $79,573 | $107,334-25.9% | $92,893-14.3% | $152,861-47.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 21.32% | 145.58%-124.3pp | 109.41%-88.1pp | 345.32%-324.0pp |
| Employer contribution / active EE | $7,535 | $4,221+78.5% | $3,653+106.3% | $4,762+58.2% |
| Participant deferral / active EE | $9,714 | $4,845+100.5% | $4,236+129.3% | $5,850+66.0% |
| Admin fee / account holder | $696 | $7,079-90.2% | $5,794-88.0% | $11,596-94.0% |