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 | $74,711 | $77,419-3.5% | $69,455+7.6% | $152,861-51.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 25.27% | 39.06%-13.8pp | 28.97%-3.7pp | 345.32%-320.0pp |
| Employer contribution / active EE | $5,665 | $3,315+70.9% | $2,779+103.9% | $4,762+19.0% |
| Participant deferral / active EE | $8,367 | $4,414+89.6% | $3,535+136.7% | $5,850+43.0% |
| Admin fee / account holder | $17,430 | $6,207+180.8% | $3,839+354.0% | $11,596+50.3% |