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 9-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 | $74,932 | $98,750-24.1% | $149,696-49.9% | $79,858-6.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 23.46% | 27.43%-4.0pp | 276.60%-253.1pp | 31.71%-8.2pp |
| Employer contribution / active EE | $2,404 | $3,216-25.2% | $4,644-48.2% | $2,471-2.7% |
| Participant deferral / active EE | $5,345 | $5,680-5.9% | $6,842-21.9% | $3,740+42.9% |
| Admin fee / account holder | $385 | $6,053-93.6% | $9,309-95.9% | $5,306-92.7% |