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 | $121,387 | $102,966+17.9% | $90,281+34.5% | $152,861-20.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 29.86% | 95.16%-65.3pp | 78.10%-48.2pp | 345.32%-315.5pp |
| Employer contribution / active EE | $41,414 | $3,139+1219.5% | $2,854+1350.9% | $4,762+769.6% |
| Participant deferral / active EE | $40,846 | $4,281+854.0% | $3,885+951.3% | $5,850+598.2% |
| Admin fee / account holder | $91,863 | $6,171+1388.7% | $5,351+1616.7% | $11,596+692.2% |