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 5-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 | $70,792 | $109,982-35.6% | $97,226-27.2% | $145,922-51.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 8.40% | 242.90%-234.5pp | 75.13%-66.7pp | 561.29%-552.9pp |
| Employer contribution / active EE | $20,188 | $3,084+554.7% | $2,729+639.8% | $4,660+333.3% |
| Participant deferral / active EE | $7,405 | $4,676+58.4% | $4,264+73.7% | $6,688+10.7% |
| Admin fee / account holder | $7,072 | $6,221+13.7% | $5,654+25.1% | $13,397-47.2% |