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 | $126,419 | $109,327+15.6% | $89,391+41.4% | $158,922-20.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 11.53% | 345.68%-334.1pp | 245.62%-234.1pp | 302.83%-291.3pp |
| Employer contribution / active EE | $1,500 | $3,170-52.7% | $2,586-42.0% | $4,761-68.5% |
| Participant deferral / active EE | $7,230 | $4,598+57.2% | $3,890+85.9% | $5,982+20.9% |
| Admin fee / account holder | $3,173 | $6,153-48.4% | $4,881-35.0% | $11,246-71.8% |