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 | $60,974 | $118,849-48.7% | $96,562-36.9% | $167,490-63.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 10.47% | 50.49%-40.0pp | 37.78%-27.3pp | 478.56%-468.1pp |
| Employer contribution / active EE | $8,991 | $3,120+188.2% | $2,356+281.6% | $4,837+85.9% |
| Participant deferral / active EE | $4,735 | $4,616+2.6% | $3,849+23.0% | $6,341-25.3% |
| Admin fee / account holder | $672 | $8,065-91.7% | $6,181-89.1% | $12,309-94.5% |