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 | $87,164 | $99,877-12.7% | $84,966+2.6% | $145,922-40.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 16.20% | 83.76%-67.6pp | 66.38%-50.2pp | 561.29%-545.1pp |
| Employer contribution / active EE | $12,112 | $3,231+274.8% | $2,727+344.1% | $4,660+159.9% |
| Participant deferral / active EE | $5,190 | $5,291-1.9% | $4,519+14.8% | $6,688-22.4% |
| Admin fee / account holder | $42,272 | $7,248+483.2% | $6,149+587.5% | $13,397+215.5% |