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 | $72,805 | $104,907-30.6% | $84,611-14.0% | $152,861-52.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 12.87% | 373.79%-360.9pp | 258.74%-245.9pp | 345.32%-332.5pp |
| Employer contribution / active EE | $4,400 | $3,302+33.3% | $2,652+65.9% | $4,762-7.6% |
| Participant deferral / active EE | $12,000 | $4,688+156.0% | $3,899+207.8% | $5,850+105.1% |
| Admin fee / account holder | $500 | $6,241-92.0% | $4,912-89.8% | $11,596-95.7% |