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 6-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 | $149,786 | $99,652+50.3% | $78,778+90.1% | $147,584+1.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 10.44% | 47.28%-36.8pp | 35.62%-25.2pp | 578.55%-568.1pp |
| Employer contribution / active EE | $1,342 | $2,796-52.0% | $1,986-32.4% | $4,876-72.5% |
| Participant deferral / active EE | $1,579 | $3,664-56.9% | $2,958-46.6% | $5,439-71.0% |
| Admin fee / account holder | $46,153 | $7,155+545.0% | $5,134+799.0% | $10,885+324.0% |