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 8-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 | $38,618 | $96,305-59.9% | $80,569-52.1% | $139,434-72.3% |
| Participation rate | 80.0% | 73.6%+6.4pp | 67.0%+13.0pp | 80.3%-0.3pp |
| Annual return | 24.33% | 1350.08%-1325.8pp | 935.43%-911.1pp | 372.94%-348.6pp |
| Employer contribution / active EE | $3,192 | $3,262-2.1% | $2,723+17.2% | $4,751-32.8% |
| Participant deferral / active EE | $8,567 | $5,232+63.8% | $4,447+92.6% | $6,710+27.7% |
| Admin fee / account holder | $4,918 | $6,599-25.5% | $5,377-8.5% | $11,403-56.9% |