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 7-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 | $72,382 | $109,982-34.2% | $97,226-25.6% | $145,922-50.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 16.06% | 242.90%-226.8pp | 75.13%-59.1pp | 561.29%-545.2pp |
| Employer contribution / active EE | $8,619 | $3,084+179.5% | $2,729+215.8% | $4,660+85.0% |
| Participant deferral / active EE | $6,394 | $4,676+36.7% | $4,264+50.0% | $6,688-4.4% |
| Admin fee / account holder | $403 | $6,221-93.5% | $5,654-92.9% | $13,397-97.0% |