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 | $40,110 | $127,264-68.5% | $109,895-63.5% | $167,490-76.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 8.29% | 22.97%-14.7pp | 29.45%-21.2pp | 478.56%-470.3pp |
| Employer contribution / active EE | $3,860 | $3,322+16.2% | $2,842+35.8% | $4,837-20.2% |
| Participant deferral / active EE | $13,606 | $4,514+201.4% | $4,048+236.1% | $6,341+114.6% |
| Admin fee / account holder | $30,136 | $7,114+323.6% | $6,066+396.8% | $12,309+144.8% |