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 | $179,389 | $109,413+64.0% | $156,263+14.8% | $84,808+111.5% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 99.47% | 20.18%+79.3pp | 59.47%+40.0pp | 40.90%+58.6pp |
| Employer contribution / active EE | $6,696 | $2,907+130.4% | $4,333+54.5% | $2,631+154.5% |
| Participant deferral / active EE | $21,842 | $4,590+375.9% | $6,158+254.7% | $4,212+418.6% |
| Admin fee / account holder | $40,776 | $9,357+335.8% | $14,255+186.1% | $7,344+455.3% |