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 7-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 | $40,354 | $81,625-50.6% | $58,482-31.0% | $139,434-71.1% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 9.84% | 7404.20%-7394.4pp | 4239.32%-4229.5pp | 372.94%-363.1pp |
| Employer contribution / active EE | $18,328 | $1,398+1210.8% | $1,053+1640.1% | $4,751+285.8% |
| Participant deferral / active EE | $12,000 | $2,557+369.4% | $1,924+523.7% | $6,710+78.8% |
| Admin fee / account holder | $20,017 | $3,265+513.0% | $2,516+695.6% | $11,403+75.5% |