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 | $59,844 | $165,984-63.9% | $164,813-63.7% | $145,922-59.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.30% | 100.03%-89.7pp | 69.93%-59.6pp | 561.29%-551.0pp |
| Employer contribution / active EE | $14,070 | $5,273+166.8% | $4,341+224.1% | $4,660+202.0% |
| Participant deferral / active EE | $8,811 | $6,959+26.6% | $6,031+46.1% | $6,688+31.7% |
| Admin fee / account holder | $790 | $16,648-95.3% | $12,690-93.8% | $13,397-94.1% |