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 8-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 | $71,690 | $159,901-55.2% | $146,958-51.2% | $145,922-50.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.95% | 98.13%-79.2pp | 418.34%-399.4pp | 561.29%-542.3pp |
| Employer contribution / active EE | $2,480 | $5,286-53.1% | $4,933-49.7% | $4,660-46.8% |
| Participant deferral / active EE | $6,720 | $8,428-20.3% | $8,070-16.7% | $6,688+0.5% |
| Admin fee / account holder | $71,432 | $15,044+374.8% | $12,998+449.6% | $13,397+433.2% |