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 6-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 | $48,007 | $118,849-59.6% | $96,562-50.3% | $167,490-71.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 386.64% | 50.49%+336.1pp | 37.78%+348.9pp | 478.56%-91.9pp |
| Employer contribution / active EE | $4,263 | $3,120+36.7% | $2,356+80.9% | $4,837-11.9% |
| Participant deferral / active EE | $12,744 | $4,616+176.1% | $3,849+231.1% | $6,341+101.0% |
| Admin fee / account holder | $5,603 | $8,065-30.5% | $6,181-9.4% | $12,309-54.5% |