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 | $68,509 | $227,553-69.9% | $189,557-63.9% | $167,490-59.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 18.67% | 78.40%-59.7pp | 64.17%-45.5pp | 478.56%-459.9pp |
| Employer contribution / active EE | $2,290 | $5,316-56.9% | $4,412-48.1% | $4,837-52.7% |
| Participant deferral / active EE | $3,276 | $7,002-53.2% | $6,174-46.9% | $6,341-48.3% |
| Admin fee / account holder | $4,798 | $11,878-59.6% | $9,807-51.1% | $12,309-61.0% |