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 | $65,733 | $115,770-43.2% | $101,248-35.1% | $158,922-58.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 18.93% | 56.14%-37.2pp | 46.47%-27.5pp | 302.83%-283.9pp |
| Employer contribution / active EE | $12,176 | $4,175+191.7% | $3,660+232.7% | $4,761+155.7% |
| Participant deferral / active EE | $4,750 | $4,957-4.2% | $4,370+8.7% | $5,982-20.6% |
| Admin fee / account holder | $856 | $7,245-88.2% | $5,945-85.6% | $11,246-92.4% |