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 10-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 | $71,260 | $165,984-57.1% | $164,813-56.8% | $145,922-51.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.78% | 100.03%-85.3pp | 69.93%-55.2pp | 561.29%-546.5pp |
| Employer contribution / active EE | $7,920 | $5,273+50.2% | $4,341+82.5% | $4,660+70.0% |
| Participant deferral / active EE | $20,340 | $6,959+192.3% | $6,031+237.2% | $6,688+204.1% |
| Admin fee / account holder | $4,669 | $16,648-72.0% | $12,690-63.2% | $13,397-65.2% |