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 | $66,023 | $155,788-57.6% | $124,672-47.0% | $167,490-60.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 14.71% | 17.97%-3.3pp | 5142.93%-5128.2pp | 478.56%-463.8pp |
| Employer contribution / active EE | $16,542 | $4,163+297.3% | $3,324+397.7% | $4,837+241.9% |
| Participant deferral / active EE | $9,695 | $5,673+70.9% | $4,614+110.1% | $6,341+52.9% |
| Admin fee / account holder | $2,699 | $9,531-71.7% | $7,493-64.0% | $12,309-78.1% |