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 4-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 | $77,296 | $117,983-34.5% | $101,794-24.1% | $142,382-45.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 25.98% | 36.92%-10.9pp | 30.53%-4.5pp | 217.08%-191.1pp |
| Employer contribution / active EE | $14,111 | $2,773+408.9% | $2,289+516.5% | $4,299+228.2% |
| Participant deferral / active EE | $3,465 | $4,714-26.5% | $4,084-15.2% | $6,507-46.7% |
| Admin fee / account holder | $1,465 | $10,433-86.0% | $8,777-83.3% | $12,624-88.4% |