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 | $55,826 | $157,256-64.5% | $141,162-60.5% | $152,861-63.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 34.63% | 64.32%-29.7pp | 71.39%-36.8pp | 345.32%-310.7pp |
| Employer contribution / active EE | $2,435 | $5,261-53.7% | $4,735-48.6% | $4,762-48.9% |
| Participant deferral / active EE | $14,384 | $7,109+102.3% | $6,709+114.4% | $5,850+145.9% |
| Admin fee / account holder | $1,621 | $12,120-86.6% | $10,261-84.2% | $11,596-86.0% |