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 | $60,845 | $159,901-61.9% | $146,958-58.6% | $145,922-58.3% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 12.81% | 98.13%-85.3pp | 418.34%-405.5pp | 561.29%-548.5pp |
| Employer contribution / active EE | $10,841 | $5,286+105.1% | $4,933+119.8% | $4,660+132.7% |
| Participant deferral / active EE | $9,590 | $8,428+13.8% | $8,070+18.8% | $6,688+43.4% |
| Admin fee / account holder | $3,127 | $15,044-79.2% | $12,998-75.9% | $13,397-76.7% |