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 | $29,067 | $102,966-71.8% | $90,281-67.8% | $152,861-81.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 12.38% | 95.16%-82.8pp | 78.10%-65.7pp | 345.32%-332.9pp |
| Employer contribution / active EE | $7,691 | $3,139+145.0% | $2,854+169.4% | $4,762+61.5% |
| Participant deferral / active EE | $12,200 | $4,281+184.9% | $3,885+214.0% | $5,850+108.5% |
| Admin fee / account holder | $42,928 | $6,171+595.7% | $5,351+702.2% | $11,596+270.2% |