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 6-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 | $72,774 | $96,635-24.7% | $86,612-16.0% | $139,434-47.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 23.09% | 106.41%-83.3pp | 591.07%-568.0pp | 372.94%-349.8pp |
| Employer contribution / active EE | $16,637 | $3,263+409.9% | $3,022+450.5% | $4,751+250.2% |
| Participant deferral / active EE | $10,964 | $4,836+126.7% | $4,438+147.1% | $6,710+63.4% |
| Admin fee / account holder | $459 | $6,408-92.8% | $5,614-91.8% | $11,403-96.0% |