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 | $55,017 | $159,901-65.6% | $146,958-62.6% | $145,922-62.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.86% | 98.13%-78.3pp | 418.34%-398.5pp | 561.29%-541.4pp |
| Employer contribution / active EE | $17,595 | $5,286+232.8% | $4,933+256.7% | $4,660+277.6% |
| Participant deferral / active EE | $14,161 | $8,428+68.0% | $8,070+75.5% | $6,688+111.7% |
| Admin fee / account holder | $246,783 | $15,044+1540.4% | $12,998+1798.6% | $13,397+1742.1% |