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 | $76,905 | $226,064-66.0% | $182,532-57.9% | $152,861-49.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 24.59% | 192.51%-167.9pp | 148.54%-123.9pp | 345.32%-320.7pp |
| Employer contribution / active EE | $3,022 | $4,978-39.3% | $4,076-25.9% | $4,762-36.5% |
| Participant deferral / active EE | $11,867 | $6,368+86.4% | $5,524+114.8% | $5,850+102.8% |
| Admin fee / account holder | $333 | $10,703-96.9% | $8,592-96.1% | $11,596-97.1% |