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 8-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 | $72,414 | $121,625-40.5% | $104,607-30.8% | $158,922-54.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 23.33% | 465.26%-441.9pp | 340.46%-317.1pp | 302.83%-279.5pp |
| Employer contribution / active EE | $24,958 | $3,163+689.1% | $2,681+831.1% | $4,761+424.2% |
| Participant deferral / active EE | $15,267 | $4,177+265.5% | $3,740+308.2% | $5,982+155.2% |
| Admin fee / account holder | $515 | $7,787-93.4% | $6,473-92.0% | $11,246-95.4% |