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 | $57,091 | $217,402-73.7% | $185,823-69.3% | $167,490-65.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 61.51% | 148.36%-86.9pp | 122.05%-60.5pp | 478.56%-417.0pp |
| Employer contribution / active EE | $2,875 | $5,873-51.0% | $5,167-44.4% | $4,837-40.6% |
| Participant deferral / active EE | $7,231 | $6,356+13.8% | $5,568+29.9% | $6,341+14.0% |
| Admin fee / account holder | $4,166 | $19,811-79.0% | $16,237-74.3% | $12,309-66.2% |