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 3-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 | $32,585 | $99,877-67.4% | $84,966-61.6% | $145,922-77.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 22.86% | 83.76%-60.9pp | 66.38%-43.5pp | 561.29%-538.4pp |
| Employer contribution / active EE | $7,093 | $3,231+119.5% | $2,727+160.1% | $4,660+52.2% |
| Participant deferral / active EE | $10,086 | $5,291+90.6% | $4,519+123.2% | $6,688+50.8% |
| Admin fee / account holder | $723 | $7,248-90.0% | $6,149-88.2% | $13,397-94.6% |