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 4-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 | $76,579 | $93,571-18.2% | $135,903-43.7% | $75,163+1.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 101.48% | 30.90%+70.6pp | 68.23%+33.2pp | 160.62%-59.1pp |
| Employer contribution / active EE | $20,289 | $3,537+473.7% | $4,856+317.8% | $2,670+660.0% |
| Participant deferral / active EE | $16,027 | $6,404+150.3% | $7,758+106.6% | $4,125+288.5% |
| Admin fee / account holder | $1,847 | $6,975-73.5% | $10,762-82.8% | $5,651-67.3% |