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 8-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 | $42,283 | $70,606-40.1% | $53,898-21.5% | $142,382-70.3% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 13.50% | 619.81%-606.3pp | 528.60%-515.1pp | 217.08%-203.6pp |
| Employer contribution / active EE | $2,177 | $1,202+81.1% | $932+133.6% | $4,299-49.4% |
| Participant deferral / active EE | $6,721 | $2,364+184.3% | $1,826+268.0% | $6,507+3.3% |
| Admin fee / account holder | $2,593 | $2,852-9.1% | $2,491+4.1% | $12,624-79.5% |