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 4-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 | $79,282 | $111,724-29.0% | $93,606-15.3% | $145,922-45.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.51% | 202.98%-190.5pp | 133.20%-120.7pp | 561.29%-548.8pp |
| Employer contribution / active EE | $10,315 | $3,090+233.8% | $2,420+326.3% | $4,660+121.4% |
| Participant deferral / active EE | $9,142 | $4,912+86.1% | $4,411+107.2% | $6,688+36.7% |
| Admin fee / account holder | $15,645 | $10,250+52.6% | $8,285+88.8% | $13,397+16.8% |