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 5-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 | $173,189 | $109,982+57.5% | $97,226+78.1% | $145,922+18.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 8.65% | 242.90%-234.3pp | 75.13%-66.5pp | 561.29%-552.6pp |
| Employer contribution / active EE | $5,335 | $3,084+73.0% | $2,729+95.5% | $4,660+14.5% |
| Participant deferral / active EE | $60,500 | $4,676+1193.9% | $4,264+1319.0% | $6,688+804.6% |
| Admin fee / account holder | $1,464 | $6,221-76.5% | $5,654-74.1% | $13,397-89.1% |