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 | $60,926 | $185,822-67.2% | $169,993-64.2% | $139,434-56.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 28.91% | 60.50%-31.6pp | 53.37%-24.5pp | 372.94%-344.0pp |
| Employer contribution / active EE | $2,093 | $7,590-72.4% | $6,785-69.2% | $4,751-56.0% |
| Participant deferral / active EE | $23,493 | $11,622+102.1% | $10,408+125.7% | $6,710+250.1% |
| Admin fee / account holder | $786 | $15,381-94.9% | $12,815-93.9% | $11,403-93.1% |