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 5-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 | $70,521 | $108,919-35.3% | $100,391-29.8% | $145,922-51.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.85% | 57.88%-43.0pp | 49.20%-34.4pp | 561.29%-546.4pp |
| Employer contribution / active EE | $8,743 | $4,419+97.8% | $3,942+121.8% | $4,660+87.6% |
| Participant deferral / active EE | $17,843 | $8,445+111.3% | $8,082+120.8% | $6,688+166.8% |
| Admin fee / account holder | $4,502 | $9,689-53.5% | $7,899-43.0% | $13,397-66.4% |