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 8-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 | $86,670 | $115,770-25.1% | $101,248-14.4% | $158,922-45.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.91% | 56.14%-39.2pp | 46.47%-29.6pp | 302.83%-285.9pp |
| Employer contribution / active EE | $4,588 | $4,175+9.9% | $3,660+25.4% | $4,761-3.6% |
| Participant deferral / active EE | $22,750 | $4,957+358.9% | $4,370+420.6% | $5,982+280.3% |
| Admin fee / account holder | $617 | $7,245-91.5% | $5,945-89.6% | $11,246-94.5% |