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 | $56,905 | $99,020-42.5% | $86,590-34.3% | $147,584-61.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.68% | 1312.34%-1293.7pp | 964.84%-946.2pp | 578.55%-559.9pp |
| Employer contribution / active EE | $5,661 | $3,132+80.8% | $2,839+99.4% | $4,876+16.1% |
| Participant deferral / active EE | $9,476 | $3,972+138.6% | $3,609+162.6% | $5,439+74.2% |
| Admin fee / account holder | $786 | $5,710-86.2% | $4,906-84.0% | $10,885-92.8% |