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 | $58,482 | $109,982-46.8% | $97,226-39.8% | $145,922-59.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 17.45% | 242.90%-225.5pp | 75.13%-57.7pp | 561.29%-543.8pp |
| Employer contribution / active EE | $8,737 | $3,084+183.3% | $2,729+220.2% | $4,660+87.5% |
| Participant deferral / active EE | $2,607 | $4,676-44.2% | $4,264-38.9% | $6,688-61.0% |
| Admin fee / account holder | $1,140 | $6,221-81.7% | $5,654-79.8% | $13,397-91.5% |