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 | $23,087 | $138,065-83.3% | $123,544-81.3% | $135,375-82.9% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | 358.23% | 153.68%+204.5pp | 119.20%+239.0pp | 519.73%-161.5pp |
| Employer contribution / active EE | $8,129 | $5,151+57.8% | $4,628+75.6% | $4,779+70.1% |
| Participant deferral / active EE | $10,280 | $6,799+51.2% | $6,426+60.0% | $5,609+83.3% |
| Admin fee / account holder | $2,133 | $10,916-80.5% | $9,284-77.0% | $10,827-80.3% |