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 | $63,223 | $90,348-30.0% | $75,972-16.8% | $145,922-56.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 9.80% | 620.88%-611.1pp | 359.55%-349.7pp | 561.29%-551.5pp |
| Employer contribution / active EE | $9,546 | $3,311+188.3% | $2,685+255.5% | $4,660+104.9% |
| Participant deferral / active EE | $4,910 | $5,162-4.9% | $4,255+15.4% | $6,688-26.6% |
| Admin fee / account holder | $487 | $8,467-94.3% | $6,467-92.5% | $13,397-96.4% |