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 10-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 | $67,897 | $102,966-34.1% | $90,281-24.8% | $152,861-55.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 15.93% | 95.16%-79.2pp | 78.10%-62.2pp | 345.32%-329.4pp |
| Employer contribution / active EE | $2,885 | $3,139-8.1% | $2,854+1.1% | $4,762-39.4% |
| Participant deferral / active EE | $4,201 | $4,281-1.9% | $3,885+8.1% | $5,850-28.2% |
| Admin fee / account holder | $61,565 | $6,171+897.7% | $5,351+1050.5% | $11,596+430.9% |